Junior Paraplanner

Junior Paraplanner

Swindon Full-Time Office Based Training & Career Development

Looking to take the next step in your Financial Services career?

If you're currently working as an IFA Administrator, Financial Planning Administrator or Client Services Administrator and want to move into paraplanning, or you're already a Junior Paraplanner looking for a business that will help you develop further, this could be the opportunity you've been waiting for.

I'm working with a well-established and highly respected financial planning firm in Swindon that's committed to developing its people. You'll work alongside experienced Financial Advisers and Paraplanners, receiving hands-on mentoring, structured training and the support needed to build a successful long-term career.

This isn't just another administration role. It's an opportunity to develop your technical knowledge, gain exposure to a wide range of financial planning cases and progress into a fully established Paraplanner.

The Role

You'll work closely with the advisory and paraplanning teams, supporting the delivery of high-quality financial advice while building your own technical expertise.

Your responsibilities will include:

• Supporting Financial Advisers and Paraplanners with client cases

• Researching pensions, investments and protection solutions

• Assisting with suitability reports and recommendation documents

• Liaising with providers to obtain policy and product information

• Preparing documentation for client meetings

• Maintaining accurate client records and case files

• Continuously developing your technical knowledge through mentoring and on-the-job training

About You

We're looking for someone who is motivated, organised and keen to build a long-term career in financial planning.

You'll ideally have:

• Experience with in Financial Services

• Experience as an IFA Administrator, Financial Planning Administrator, Client Services Administrator or Junior Paraplanner

• Excellent attention to detail and organisational skills

• Strong written and verbal communication skills

• A genuine ambition to build a career in paraplanning

• Progress towards the Diploma in Financial Planning would be advantageous, but isn't essential

What's On Offer

• A clear career pathway into paraplanning

• Structured training and ongoing mentoring from experienced professionals

• Support towards professional qualifications

• Genuine opportunities for long-term progression

• Exposure to a broad range of financial planning cases

• A supportive and collaborative team environment

• The opportunity to develop your technical skills with an established and respected financial planning firm

If you're looking for a business that will invest in your future, support your development and give you every opportunity to build a successful career in paraplanning, we'd love to hear from you.