Trainee Paraplanner

Study Support Clear Career Progression!

Are you looking to build a long-term career in financial planning?

Our client, a highly respected and super-fast growing financial planning firm, is seeking an ambitious Trainee Paraplanner to join its established team. This is an excellent opportunity for someone looking to develop their technical knowledge, gain professional qualifications and build a successful career within wealth management.

The successful candidate will receive hands-on training, mentorship from experienced team members and exposure to a wide range of financial planning areas including investments, pensions, retirement planning and estate planning.

This opportunity would suit someone currently working within financial services administration, IFA client services and looking to take the next step in their career as a Paraplanner.

The Opportunity

Working closely with Financial Planners and experienced Paraplanners, you will gain valuable experience across the full financial planning process while developing the skills required to progress into a fully qualified Paraplanner role.

Key responsibilities will include:

• Assisting with client research and analysis
• Supporting cashflow modelling and financial planning reports
• Preparing client review documentation and meeting packs
• Gathering and maintaining client information
• Liaising with providers and investment platforms
• Assisting with suitability reports and recommendations
• Supporting Financial Planners with ongoing client reviews
• Maintaining accurate records and ensuring regulatory compliance

What's on Offer?

• Competitive salary
• Full study support towards professional qualifications, Diploma Level 4
• Structured career development
• Ongoing mentoring from experienced team
• Exposure to complex financial planning cases
• Excellent pension and wider benefits package
• Genuine long-term career progression opportunities

Candidate Requirements

• Strong attention to detail
• Excellent written and verbal communication skills
• Good analytical and problem-solving abilities
• Strong organisational skills
• A genuine interest in financial planning and wealth management

Desirable

• Existing experience within financial services, pensions, investments, mortgages
• Some progress towards the CII Diploma in Financial Planning
• Knowledge of financial planning processes and products

Why Apply?

This is an excellent opportunity to join a well-established, national financial planning business that is committed to developing talent and investing in long-term careers.

You'll be supported by experienced professionals, encouraged to develop your technical expertise and given a clear pathway towards becoming a qualified Paraplanner and beyond.

Please apply to us here at Recruit Wealth for an immediate response.