Trainee Paraplanner

Trainee Paraplanner (12-Month Fixed Term Contract)

£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 support team on a 12-month fixed term contract. This is an excellent opportunity for someone with existing experience within an IFA environment who is looking to deepen their technical knowledge and develop within a structured paraplanning function.

The role sits firmly within paraplanning and technical research, with no expectation to move into an advisory position.

Working alongside Senior Paraplanners and Consultants, you will support the delivery of high-quality, compliant financial planning documentation.

• Assisting with research and case analysis
• Supporting the preparation of suitability reports
• Analysing client information and financial data
• Preparing review documentation
• Liaising with providers and compliance
• Ensuring accurate record keeping in line with FCA standards
• Supporting ongoing client review processes

• Has previous experience within an IFA or financial planning firm
• Is working towards Diploma qualification (or part-qualified)
• Has strong organisational skills and attention to detail
• Is comfortable working in a technical, behind-the-scenes support role
• Has knowledge of Intelligent Office (highly desirable)
• Understands FCA compliance standards

• Gain further technical exposure within a respected IFA firm
• Competitive salary of £35,000 £ 45,000 (DOE)
• 12-month contract offering valuable experience
• Friendly and collaborative team environment
• Excellent opportunity to strengthen paraplanning expertise

Click apply below to be considered. Interviews will take place on a rolling basis.