Trainee Paraplanner – up to £35,000 – hybrid

About the role

We are a well‑established and growing wealth management firm seeking a Trainee Paraplanner to join our financial planning team. This hybrid position offers a clear progression path into a full Paraplanner role and provides full apprenticeship training.

Key responsibilities

• Support Financial Advisers with research and analysis.
• Assist in preparing suitability and recommendation reports.
• Gather and analyse client financial information.
• Liaise with pension, investment and insurance providers.
• Maintain accurate client records and back‑office systems.
• Support ongoing servicing of clients.
• Develop technical knowledge across pensions, investments, tax planning and protection.

Required profile

• Strong attention to detail and organisational skills.
• Confident communicator with a professional approach.
• Keen interest in financial planning and wealth management.
• Motivated to learn and develop technical expertise.
• Previous financial services or administrative experience is beneficial but not essential.

Required skills

What we offer

• Full apprenticeship and structured training.
• Support towards professional qualifications (CII / LIBF).
• Clear progression path into a Paraplanner role.
• Salary up to £35,000 per year.