Paraplanner - Trainee Financial Planner

Recruit Wealth; East Midlands; On-site; GBP 37,800 - 46,200; Full time

Benefits offered by this job

Fully funded CII qualifications

Uncapped bonus structure

Existing client introductions

Job summary

Recruit Wealth in the United Kingdom is seeking an ambitious Paraplanner ready to step into a Financial Planning role. This hybrid position blends technical paraplanning with gradual exposure to client-facing planning, supported by a structured career path and study assistance.

Initially you’ll assist advisers with complex technical work and progressively handle your own client meetings, annual reviews and new introductions, with existing client opportunities from day one.

Qualifications

• Experience as a Paraplanner in an Independent Financial Advice practice.
• Strong technical report writing and suitability report experience.
• Level 4 Diploma (DipPFS/CII/CISI) or close to completion.

Responsibilities

• Produce high-quality suitability reports across pensions, investments and protection.
• Conduct technical research and prepare financial planning recommendations.
• Support experienced Financial Planners and attend client meetings.
• Gradually take ownership of existing client relationships and new enquiries.
• Deliver holistic financial planning advice as experience develops.
• Work within FCA compliance standards and maintain client outcomes.
• Continue professional development.

Skills

Paraplanning experience

Technical report writing

Education

DipPFS/CII/CISI Level 4 Diploma or near completion

Job description

Ready to Take the Next Step into Financial Advice?

Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner?

Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser.

Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning.

If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for.

The Opportunity

This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position.

You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions.

All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development.

What You'll Be Doing:

• Producing high-quality suitability reports across pensions, investments and protection.
• Conducting technical research and preparing financial planning recommendations.
• Supporting experienced Financial Planners and attending client meetings.
• Gradually taking ownership of existing client relationships and new enquiries.
• Delivering holistic financial planning advice as your experience develops.
• Working within FCA compliance standards and maintaining exceptional client outcomes.
• Continuing your professional development

What We're Looking For

We're keen to speak with individuals who possess:

• Experience within an Independent Financial Advice practice as a Paraplanner
• Strong technical report writing and suitability report experience.
• Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion.
• Excellent communication skills and a genuine desire to build a long‑term career as a Financial Planner.
• A professional, client-focused approach with excellent attention to detail.

What's On Offer?

• Up to £42,000 basic salary.
• Realistic Year Two earnings of £65,000+.
• Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS).
• Uncapped bonus structure with no minimum threshold.
• Existing, on‑going client introductions
• Fully funded CII qualifications, exams and study support.
• Genuine long‑term career progression within a supportive and flexible Financial Planning business.
• The opportunity to build a rewarding advisory career without the pressure of generating your own leads.

Location

This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas.

Expectation to be in office for at least 2 days a week.

Apply Today

If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible.

Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.