Trainee Paraplanner

Location: LeedsEmployment Type: Full-time

About the Role

This is an excellent opportunity for someone looking to start their career in financial planning and paraplanning. As a Trainee Paraplanner, you will support a team of Financial Advisers by assisting with research, report writing, client administration and compliance. This role is designed for individuals who are motivated to learn, develop technical expertise and work towards recognised industry qualifications.

Key Responsibilities

Technical Support

• Assist in preparing suitability reports and personalised financial plans.
• Use cashflow modelling tools to demonstrate client outcomes.
• Research financial products including pensions, investments, protection policies and tax-efficient solutions.
• Support the analysis of client data to help formulate recommendations.

Client Administration

• Gather and organise client information from fact-finds and documentation.
• Liaise with providers, platforms and pension companies to obtain policy details.
• Maintain accurate client records on Intelligent Office.
• Prepare valuations and documentation for client review meetings.

Compliance & Documentation

• Ensure all client files meet regulatory and internal compliance standards.
• Assist with file checks as part of the training programme.
• Support advisers in ensuring all recommendations meet regulatory requirements.

Team Collaboration

• Work closely with advisers, paraplanners and administrative colleagues.
• Participate in internal training, meetings and development sessions.
• Provide general support to the wider paraplanning function.

Skills & Experience

Essential

• Strong analytical and numerical skills.
• Excellent attention to detail.
• Clear written and verbal communication.
• Confident with Microsoft Office (Word, Excel, Outlook).
• Able to prioritise and manage workload effectively.

Desirable

• Basic understanding of pensions, investments or financial planning.
• A genuine interest in working towards professional qualifications.

Qualifications

• A degree in finance, business, accounting, financial planning or a related discipline; or
• 3 A-Levels (ideally including Maths, Economics or Business); and
• 5 GCSEs including Maths and English.
• Willingness to work towards the Diploma in Regulated Financial Planning (full study support provided).
• A full UK driving licence.

Personal Attributes

• Strong interest in wealth management and financial planning.
• Organised, methodical and proactive.
• Client-focused with a professional manner.
• Motivated to learn and progress.
• Able to work independently and as part of a team.

Development & Progression

This role offers a clear development pathway towards becoming a qualified Paraplanner, with potential future progression into Senior Paraplanner or Financial Adviser positions. Full support is provided for training and professional qualifications, alongside ongoing career development.