Job Title

The BusinessOur client has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, with great success. The JobA leading UK financial planning firm is on the hunt for a bright, detail-driven individual to join their Investment Advisory Support Team as a Trainee Paraplanner.Whether you’re a recent grad, a career switcher, or someone with early exposure to financial services, this role is your gateway to a long-term, high-trust career path. You’ll get trained by industry pros, develop client-facing and technical skills, and work towards becoming a fully qualified Paraplanner.You’ll be working inside a tight-knit, high-performing team where you’re not just processing documents – you’re learning how to advise, analyse, and grow client wealth. The culture is positive, supportive, and built for people who want to progress.Here are some of the day-to-day duties:Supporting Financial Advisers in delivering a tailored client serviceProducing annual review reports and maintaining key client recordsPreparing valuations, researching financial products, and drafting suitability reportsProgressing into writing client-specific financial plans and recommendationsActing as a key contact for client communications and supportLearning everything from compliance to investment portfolio reviewsWorking with databases, documentation, and financial software toolsAttending client meetings and supporting advisers with follow-up actionsCompleting professional qualifications as part of a structured training programme.Candidate Requirements You don’t need to have years of experience – we’re looking for someone eager to learn and grow.Must-have:Minimum GCSE Grade 4 (C) or higher in English and MathsEither a degree (any subject) or relevant experienceStrong communication skills and attention to detailGood time management and organisational abilityA proactive, curious mindset and a team-first attitudeConfidence using Word, Excel, and CRM/database systemsNice to have (but not essential):Any experience in financial services, admin or client supportFamiliarity with regulatory frameworks (FCA, AML, GDPR, etc.)Perks & benefits:£29,200 starting salary, reviewed annually25 days holiday + bank holidaysFull financial support towards Paraplanning exams (training, CPD, and materials)Private medical insuranceCorporate cash plan + perks (e.g. Perkbox)Group life, critical illness and income protection coverFree parkingAccess to industry mentors, ongoing development, and a clear path into advisory roles