Trainee Paraplanner

Associate Paraplanner

Salary: Up to £35,000 (DOE)

Hybrid working – 2 days from home

Full-time | Permanent

Kickstart Your Paraplanning Career with a Progressive Financial Planning Firm

Are you looking to take the next step into paraplanning or build on your early experience within financial services?

We’re working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice.

What You’ll Be Doing

In this role, you’ll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice.

Your responsibilities will include:

Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments)

Preparing client reports, summaries, and recommendations

Assisting with cashflow modelling and financial analysis

Conducting research using financial planning tools and provider platforms

Helping to prepare and maintain compliant client files and records

Supporting technical calculations (e.g. CGT, annual allowance)

Assisting on more complex cases, including data gathering and analysis

Collaborating with advisers and paraplanners to ensure smooth case progression

What We’re Looking For

We’re keen to hear from individuals who are:

Already working in financial services (e.g. admin, junior paraplanner, or similar)

Building knowledge across pensions, investments, and protection

Highly organised with strong attention to detail

Confident analysing and interpreting client information

A strong communicator who thrives in a team environment

A commitment to studying towards the Level 4 Diploma in Financial Planning is highly desirable (support typically available).

Why Join?

A clear pathway into full paraplanning

Exposure to both simple and complex advice cases

A supportive team environment focused on development

Hybrid working – flexibility built into your week

Opportunity to grow technical expertise and progress your career

Ready to Take the Next Step?

If you’re motivated, detail-driven, and ready to develop your career in paraplanning, we’d love to hear from you.

Apply now or get in touch for a confidential discussion.