Trainee Paraplanner

Job Title:

Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary £30,000 - £34,000 (depending on experience)

About the Role
Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.

Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes.

The Role
This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing.
The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.

Key Responsibilities

Assist financial advisers in preparing:
Suitability reports
Financial recommendations
Conduct research across pensions, investments, protection, and retirement planning
Maintain accurate and compliant client records across internal systems and provider platforms
Ensure all client files meet regulatory and compliance standards
Support administration tasks relating to new business submissions
Client onboarding
Ongoing servicing and reviews
Action client-related transactions (e.g. contributions, withdrawals, fund switches)
Collaborate with advisers and the wider team to deliver a seamless client experience
Monitor provider updates and regulatory changes relevant to recommendations
Develop technical knowledge of financial planning products and advice processes

Requirements (Essential)

Minimum 3+ years' experience within a financial services administration or financial advisory environment
Strong understanding of financial services processes and client life cycle
Solid administrative background with excellent organisational skills
High level of attention to detail and accuracy
Strong written communication skills, particularly for report preparation
Ability to work independently in a remote environment
Strong time management skills with the ability to prioritise workload

Desirable Skills & Experience

Exposure to paraplanning or report writing
Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT)
Experience using financial planning or workflow systems

Personal Attributes

Self-motivated and proactive
Resilient and able to manage busy periods (e.g. tax year-end)
Comfortable working in a structured yet autonomous environment
Eager to learn and develop within financial services

Working Pattern & Environment
Fully remote working model

Occasional travel to Sheffield required for team meetings, training, and collaboration
Structured workflow system with task allocation based on complexity and timelines
Regular team development sessions, including technical and process training

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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