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Trainee Paraplanner

Cap Resourcing Ltd

Taunton · Posted 14 Oct 2026 · 16 applicants

£33,000 - £38,000 per annum
Permanent
Apply now

Are you currently working in financial services and looking to take the next step towards becoming a qualified Paraplanner?

We're partnering with an award-winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. They're looking for a motivated and enthusiastic Trainee Paraplanner to join their team, offering a fantastic opportunity to develop your technical knowledge, gain hands on experience and work towards your Diploma qualification.

This is a business that genuinely values collaboration, with a supportive, family feel culture and a true team first approach. You'll be surrounded by experienced professionals who can support your development and help you build a long term career in financial planning.

What's in It for You?

  • Salary of £35,000–£38,000, depending on experience
  • Supportive, friendly and collaborative team
  • Opportunity to work towards your Diploma in Financial Planning
  • Ongoing training, mentoring and professional development
  • Hands-on experience across a range of financial planning areas
  • Clear opportunities to progress your career
  • Modern offices in Taunton

What We're Looking For

  • Previous experience within financial services, ideally in an IFA administration or paraplanning support role.
  • A genuine desire to develop a career in paraplanning and work towards Diploma level qualification.
  • Currently studying towards the Diploma in Financial Planning or motivated to begin studying.
  • Strong analytical skills and excellent attention to detail.
  • Good written communication and organisational skills.
  • A proactive approach, willingness to learn and the ability to work effectively as part of a team.

If you're looking for a role where you can develop your technical skills, gain valuable experience and work towards becoming a qualified Paraplanner within a supportive and established firm, we'd love to hear from you.

Apply now