Trainee Paraplanner

Job in London, Greater London, W1B, England, UK

Listing for: Taylor James Professional Recruitment

Full Time, Apprenticeship/Internship position
Listed on 2026-07-16

Job specializations:

Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 26000 - 30000 GBP Yearly GBP 26000.00 30000.00 YEAR

Our client, a prestigious firm of financial planners in Burnley are looking to appoint a Trainee / Junior Paraplanner. Our client is looking to speak with IFA Administrators or Junior Paraplanners who are looking for a new challenge. Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Working closely alongside the Advisers and senior Paraplanners Attending client meetings Preparing basic suitability reports Research & analysis of financial products to meet client requirements Preparing recommendations & implementing client recommendations Administrative duties

The Person : IFA administration experience (essential) Working towards L4 diploma (desirable) Knowledge in all aspects of financial advice covering Pensions, Investments, & Protection products In return this opportunity offers a very competitive basic salary along with an extensive benefits package To be considered for this opportunity, please apply for this role or contact Matthew Biddle on Linked In

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