Are you looking to be a Trainee Paraplanner within a Financial Planning firm?

We’re working with a highly regarded and growing company offering a supportive team environment, excellent career development opportunities, and a salary of up to £35,000 depending on experience. Alongside this, there’s an extensive benefits package designed to support you both professionally and personally.

If you’re considering a move, this could be well worth exploring, apply today to find out more.

Recruit UK is working with a highly regarded independent financial planning firm seeking a trainee Paraplanner to join their growing team.

The business has an established reputation, working with successful individuals including senior professionals, business owners, and high-earning private clients.

You will join a collaborative environment where technical expertise, client outcomes, and quality financial planning are genuinely valued.

The Role

• Support Financial Planners with holistic financial planning cases
• Prepare detailed suitability reports and recommendations
• Conduct technical research across investments, pensions, tax, and estate planning
• Assist with cashflow modelling and financial analysis
• Liaise with providers, solicitors, accountants, and other professional connections
• Maintain accurate client records and ensure FCA-compliant documentation
• Work collaboratively with advisers, administrators, and the wider support team
• Contribute towards process improvements and proposition development

About You

• Diploma qualified (desirable)
• Knowledge across pensions, investments, and tax planning
• Experience in IFA / Wealth Management
• Organised, detail-oriented, and able to manage multiple cases effectively
• Experience with tools such as FE Analytics, cashflow modelling, and back-office systems advantageous

What’s on Offer

• Negotiable salary depending on experience up to £35,000
• Pension scheme with employer contributions matched up to 7%
• Health cash plan and EAP
• Life insurance
• Group Income Protection scheme
• Annual leave entitlement of 21 days plus bank holidays (8 days) + Birthday off
• Option to purchase up to 3 additional holiday days at the start of each year
• Flexible working and hybrid available
• Bonus scheme