Job Title

The BusinessOur client has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, with great success. If you are interested in applying for this job, please make sure you meet the following requirements as listed below.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 youre 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. Youll get trained by industry pros, develop client-facing and technical skills, and work towards becoming a fully qualified Paraplanner.Youll be working inside a tight-knit, high-performing team where youre not just processing documents youre 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 dont need to have years of experience were 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