Trainee Paraplanner; Wealth Planning Analyst

Trainee Paraplanner (Wealth Planning Analyst)
Heaton Moor, Stockport
Up to £34,000

A growing, client-focused financial planning firm based in Heaton Moor is seeking a Trainee Paraplanner / Wealth Planning Analyst to join their friendly, small but ambitious team. This is a fantastic opportunity for someone looking to progress from administration into paraplanning within a supportive and long-term career-focused environment.

You are:

• An administrator or trainee paraplanner looking to progress into a fully qualified paraplanning role
• Excited to be part of a small, planning-led team rather than a large corporate firm
• Passionate about financial planning and the positive impact it has on clients’ lives
• Interested in the human side of advice as much as the technical side
• Capable of managing a varied workload, using your initiative, and prioritising tasks effectively
• Adaptable and open to change, including the evolving role of technology and AI in financial planning

You will have:

• At least 3 years’ administration experience within a financial planning-led advice firm
• Passed at least 3 RO exams and are working towards your Diploma in Regulated Financial Planning
• Strong verbal and written communication skills
• Experience processing pensions, ISAs, general accounts, and onshore/offshore bonds
  , ideally via Nucleus or Transact
• Ideally, worked closely with an adviser delivering genuine financial planning services
• A willingness to learn, develop, and take on new challenges

You will:

• Provide first-class administrative and paraplanning support to an adviser within a newly created pod
• Receive structured training in all aspects of paraplanning, with a clear development pathway from day one
• After 9–12 months (subject to performance and exam progression), progress into a full paraplanner role
• Process new business applications via Nucleus or Transact and support the onboarding of new clients
• Assist with simple suitability reports using firm templates and learn to use Voyant financial planning software
• Liaise with clients where required to support exceptional financial planning services
• Contribute to ad hoc projects, including trialling and implementing new technology

• Competitive salary and annual bonus linked to company profitability
• Pension scheme, life assurance, income protection, private medical insurance
• 25 days holiday plus bank holidays
• Office closed between Christmas and New Year

Due to a high volume of applications, candidates who do not meet the essential criteria may not be contacted.