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Trainee Paraplanner

Job in Oldham, Greater Manchester, OL1 1, England, UK
Listing for: Exchange Street Claims & Financial Services
Full Time, Apprenticeship/Internship position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 25000 - 32500 GBP Yearly GBP 25000.00 32500.00 YEAR
Job Description & How to Apply Below
The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated.In fact, the number one reason why people move jobs is that they have stopped learning.

And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress.At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further.

In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house.
And that could be with you.Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working.

They'll also support you with your exams.
Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave.HERE'S WHAT YOU'LL NEED:

You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.

If you have experience of working for a St James Place Partner practice that would be advantageous.

Whatever your background you will want have an interest in becoming a paraplanner.

-Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.

Everyone will receive a response.
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