Paraplanner / Trainee Financial Adviser

Paraplanner – Financial Planning

Wembley

Office-Based Preferred (Hybrid/Remote Considered)

Competitive Salary, dependant on experience, comprehensive benefits and career advancement to FINANCIAL ADVISER if wanted.

It is looking for an experienced Paraplanner to join its growing financial planning team. This is a fantastic opportunity for someone who thrives in a collaborative environment and is passionate about delivering high-quality, compliant financial advice.

The Paraplanner Role:

You will support its Financial Advisers in preparing bespoke, well-researched recommendations across pensions, investments, tax, protection, and estate planning. From report writing to technical analysis, your work will directly contribute to helping clients achieve their financial goals.

Paraplanner Key Responsibilities:

• Produce clear and compliant suitability reports
• Conduct in-depth research and technical analysis
• Assist with cashflow modelling and client reviews
• Liaise with providers and internal teams
• Keep up to date with regulatory and industry developments

Requirements Paraplanner Position:

• Diploma in Financial Planning (or working towards)
• Minimum 2 years’ experience in a paraplanning role
• Excellent knowledge of financial products, tax, and pensions
• Strong attention to detail and communication skills
• Organised, proactive, and comfortable working independently or as part of a team

What’s On Offer:

• Competitive salary based on experience
• Progression to Financial Planner
• Support for further professional qualifications
• Positive, team-focused culture
• Office-based role with flexibility for hybrid or remote working, depending on experience
• Generous holiday, pension contributions, and other benefits