Trainee Paraplanner

Trainee Paraplanner (Permanent)

£35,000 £ 45,000 Central London Independent Financial Advisory Firm

We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis.

This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning.

This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services.

Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research.

• Assisting with research and technical analysis of client cases
• Supporting the drafting of suitability letters and reports
• Preparing documentation for client meetings
• Analysing client data and financial information
• Liaising with providers and internal teams
• Maintaining accurate and compliant client records
• Supporting ongoing review processes
• Assisting with technical queries and case preparation

You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment.

This role will suit a candidate who:

• Has experience working within an IFA or financial planning environment
• Is working towards or has started Diploma qualifications in Regulated Financial Planning
• Has strong pensions knowledge (desirable)
• Demonstrates excellent attention to detail
• Is highly organised and confident working with technical documentation
• Has experience with Intelligent Office (advantageous)
• Has knowledge of platforms such as Quilter or Transact (beneficial)
• Is committed to developing a long-term career within paraplanning

• Join a respected Independent Financial Advisory firm in Central London
• Clear technical development pathway within paraplanning
• Competitive salary of £35,000 £ 45,000 (DOE)
• Supportive and professional working environment
• Genuine long-term career progression opportunities

Click apply below to be considered. Applications are being reviewed as they are received.