Trainee Paraplanner

Trainee Paraplanner - Office Based

Location: London, N16

Salary: £40,000 - £45,000 (depending on experience and qualifications)

Contract: Permanent, Full-Time

We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning.

This is an office-based role, providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress.

• Preparing and maintaining client files and compliance documentation.
• Conducting product and market research, cash flow analysis, and portfolio reviews.
• Drafting suitability reports and tailored financial plans.
• Supporting the annual review process and attending client meetings.
• Assisting with the smooth implementation of client recommendations.
• Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements.

• Minimum 2 years' experience in paraplanning or financial services support.
• Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed).
• Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail and the ability to prioritise workloads.
• Professional, client-focused, and a team player.

• Competitive salary of £40,000 - £45,000 (depending on experience).
• Office-based role offering hands-on support and collaboration.
• Support towards professional qualifications and career progression.
• Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.