Apprentice / Trainee Paraplanner

Posted 5 April by Focus Search and Selection

My client is looking to recruit an Apprentice/ Trainee Paraplanner to join their well established and progressive Financial Planning firm. They are committed to providing a high quality service to their clients to help them fulfil and achieve their objectives.

You will be working within a team consisting of two Advisers, three Financial Planners, an Accountant, Mortgage Adviser and PA. Your role will be to support the Advisers and Financial Planners to ensure they have all the information required to provide the client with the best financial advice service.


You must be highly organised, with excellent time management skills and a keen eye for detail. Excellent computer skills (particularly Word, Excel and Outlook) are also essential for this role.

My client is looking for an ambitious individual with a strong personality who is looking for a career in Financial Services. You will ideally be a graduate or have a considerably good level of education (A Level and/or equivalent) or be part Diploma qualified.

Experience of working in a financial services environment would be an advantage but not essential as full training will be provided. You will also receive support to gain industry qualifications as part of your ongoing development.

Salary negotiable dependent upon experience.

Don’t delay! Apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Required skills

  • Apprenticeship
  • Financial Services
  • Microsoft Office
  • Organisational Skills
  • Paraplanning

Application questions

Are you a looking for a career within the Financial Services sector?
Are you ambitious and willing to gain Financial services qualifications?
Are you highly organised with excellent time management skills?

Reference: 34837600

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