Trainee Paraplanner - #2084525

Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary£30,000 - £34,000 (depending on experience)

About the Role
Our client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the business benefits from established compliance, processes, and systems.

Built around a fully remote working model, the team collaborates effectively through structured workflows, regular engagement, and ongoing development. Due to continued growth, they are looking for a Paraplanner/Trainee Paraplanner to support advisers in delivering excellent client outcomes.

The Role
This is an opportunity to join a growing paraplanning function, supporting financial advisers with a wide range of client-focused activities. You will work within a structured environment, using established templates and processes to prepare documentation, carry out research, and assist with ongoing servicing.
The role offers exposure to high-net-worth clients and complex financial planning, providing a strong foundation for long-term career development within paraplanning.

Key Responsibilities

• Assist financial advisers in preparing:
  • Suitability reports
  • Financial recommendations
• Conduct research across pensions, investments, protection, and retirement planning
• Maintain accurate and compliant client records across internal systems and provider platforms
• Ensure all client files meet regulatory and compliance standards
• Support administration tasks relating to new business submissions
  • Client onboarding
  • Ongoing servicing and reviews
• Action client-related transactions (e.g. contributions, withdrawals, fund switches)
• Collaborate with advisers and the wider team to deliver a seamless client experience
• Monitor provider updates and regulatory changes relevant to recommendations
• Develop technical knowledge of financial planning products and advice processes

Requirements (Essential)

• Minimum 3+ years' experience within a financial services administration or financial advisory environment
• Strong understanding of financial services processes and client life cycle
• Solid administrative background with excellent organisational skills
• High level of attention to detail and accuracy
• Strong written communication skills, particularly for report preparation
• Ability to work independently in a remote environment
• Strong time management skills with the ability to prioritise workload

Desirable Skills & Experience

• Exposure to paraplanning or report writing
• Knowledge of pensions, investments, and tax planning (e.g. CGT, IHT)
• Experience using financial planning or workflow systems

Personal Attributes

• Self-motivated and proactive
• Resilient and able to manage busy periods (e.g. tax year-end)
• Comfortable working in a structured yet autonomous environment
• Eager to learn and develop within financial services

Working Pattern & Environment
Fully remote working model

• Occasional travel to Sheffield required for team meetings, training, and collaboration
• Structured workflow system with task allocation based on complexity and timelines
• Regular team development sessions, including technical and process training

What you need to do now


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