Junior Paraplanner - Trainee adviser role

Cranleigh Personnel; Leatherhead; On-site; GBP 33,000 - 42,000; Full time

Benefits offered by this job

Discretionary bonus scheme

Modern office facilities

25 days holiday

Job summary

Cranleigh Personnel is seeking a Junior Paraplanner on behalf of a boutique financial planning practice. The role involves working closely with an Adviser, attending meetings, and becoming a key part of the client journey.

Ideal for someone starting in paraplanning or an IFA administrator expanding into paraplanning, with strong emphasis on development, exams support, and a clear path toward advisory responsibilities.

Qualifications

• Experience in an IFA/wealth management or financial planning setting.
• Junior paraplanning experience or IFA administration exposure to report writing.
• Candidate working towards Level 4 Diploma, with some exams completed.

Responsibilities

• Assist Adviser, attend client meetings and contribute to financial planning.
• Develop paraplanning and client-facing skills with support from the team.
• Support meetings across London and surrounding counties; assist with reports.

Skills

IFA experience

Paraplanning experience

Client-facing

Report writing exposure

Education

Level 4 Diploma in paraplanning

Tools

MS Teams

Office Suite

Job description

Junior Paraplanner - Trainee Adviser role

Location: Leatherhead

Salary: Dependent on experience - £33,000 - £42,000

The Opportunity

We're working with a boutique, highly established financial planning practice looking to appoint a Junior Paraplanner to work closely alongside the Adviser, attend his meetings, and become a key part of the client journey.

Are you a Junior Paraplanner looking for a role where you can really develop your technical and client-facing skills?

Or perhaps you're an experienced IFA Administrator who has started getting involved elements of paraplanning, and is now ready to take that next step?

If so - this opportunity could be for you

The Company

This is a boutique practice with a small, highly experienced team consisting of the Adviser, Practice Manager/Administrator and an existing Report Writer.

The Adviser works with around 80 high-net-worth households, where they focus on building long-term relationships and delivering highly personalised, holistic financial planning.

The existing administration and report writing functions are well established, meaning you'll have excellent support around you while developing your own paraplanning and client-facing skills.

The Role

You'll work alongside the Adviser, with the opportunity to attend client meetings, get to know and understand their objectives first-hand, and collaborate with the adviser to build their financial plan.

Client meetings are a mixture of face-to-face appointments across London and the surrounding counties, Teams meetings and appointments at the firm's modern offices.

What They're Looking For

• Some experience within an IFA, wealth management or financial planning environment.
• Junior Paraplanning experience, or IFA Administration experience with exposure to report writing and some paraplanning.
• Ideally working towards Level 4 Diploma, with exams already completed.
• Strong interest in developing as a Technical Paraplanner and full encouragement of development into an adviser if desired.
• Someone personable and confident who would enjoy becoming involved with clients.
• A genuine desire to learn and work closely with an experienced Adviser.

What's on Offer

You’ll receive full mentorship and training across all aspects of paraplanning, alongside full exam support towards the Diploma and Chartered qualifications.

• Discretionary bonus scheme.
• Modern office facilities.
• 25 days holiday

If you're a Junior Paraplanner, or an Administrator with some technical and report writing exposure, and you're looking for an opportunity where you can learn directly from an Adviser, work with clients and develop towards either a senior paraplanning or advisory career, this could be a fantastic next step.