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Trainee Paraplanner

Job in Lancashire, Lancashire, England, UK
Listing for: Exchange Street Executive Search
Apprenticeship/Internship position
Listed on 2026-05-21
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 32500 GBP Yearly GBP 32500.00 YEAR
Job Description & How to Apply Below

Compensation & Benefits

Salary: £32,500 per annum. Includes Death in Service and pension. Additional benefits: birthday off and study leave.

Responsibilities

Start as an administrator handling basic annual review letters and letters of authority. Progress towards a paraplanner role as the firm brings outsourcing back in-house.

Qualifications
  • Administrative experience within a financial planning practice.
  • Good grounding in administrative tasks; years of experience are not required.
  • Strong people skills and client exposure.
  • Experience working for a St James Place Partner practice is advantageous.
  • Interest in becoming a paraplanner.
Working Environment

Hybrid working offered. Managerial support for exams.

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