Trainee Paraplanner

mbf; Bath; Hybrid; GBP 35,000 - 48,000; Full time

Job summary

An established industry player in financial services is seeking a Trainee Paraplanner to join their dynamic team in Bath. This role offers a structured training program, mentorship, and clear career progression. Ideal for those with some experience in financial services, you will assist in preparing client reports and documentation, while receiving support for professional qualifications. With a collaborative culture and a commitment to employee development, this is a unique opportunity to build a rewarding career in a respected firm. Embrace this chance to grow your skills in a supportive environment!

Benefits

Structured Training Programme

Professional Qualification Support

Hybrid Working Options

Career Progression Pathways

Qualifications

• Experience in financial services, ideally as an IFA Administrator or Junior Paraplanner.
• Strong desire to develop into a full Paraplanner role.

Responsibilities

• Assist in preparing financial planning reports based on client needs.
• Liaise with product providers to clarify technical details.
• Conduct detailed product and fund research.

Skills

Financial Services Experience

Organizational Skills

Communication Skills

Attention to Detail

Desire to Learn

Education

R0 Exams

Level 4 Diploma in Financial Planning

Job description

6 days ago Be among the first 25 applicants

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

This is a fantastic opportunity to join a highly regarded and award-winning financial services organisation that specialises in delivering bespoke financial planning and wealth management solutions across the UK.

With multiple offices nationwide and a strong reputation for client care, this firm provides services across investment, pensions, protection, and estate planning. Known for its collaborative culture and industry-leading standards, it has earned numerous accolades and is recognised for its commitment to employee development and client excellence.

They are now looking to hire a Trainee Paraplanner to join their growing paraplanning function. This role is perfect for someone who has already started their financial services journey—perhaps as an IFA Administrator or Junior Paraplanner—and has completed a few R0 exams or is already working toward the Level 4 Diploma in Financial Planning.

What You Can Expect:

• Structured training programme tailored to help you become a fully qualified Paraplanner
• On-the-job learning alongside Senior Paraplanners and Financial Planners
• Clear and achievable career progression pathways
• Support with professional qualifications, including study time and funding
• Hybrid working options – 2 days in the office & 3 days WFH (following initial training period)

Key Responsibilities:

• Assist in preparing research and financial planning reports based on client needs
• Support with the preparation of client documentation, reports, and financial cashflow forecasts
• Liaise with product providers and internal teams to obtain information and clarify technical details
• Undertake detailed product and fund research using leading tools and platforms
• Ensure all work is completed in line with internal standards, compliance, and FCA regulations

Who We’re Looking For:

• Some experience in financial services (IFA admin, trainee paraplanning, etc.)
• Ideally a few R0 exams completed or in progress
• A strong desire to learn and develop into a full Paraplanner role
• Excellent organisational skills and attention to detail
• Strong communication skills and a collaborative mindset

This is a rare and exciting opportunity to receive first-class training and mentorship while building a long-term career in the industry. You’ll be supported every step of the way and surrounded by experienced professionals who are passionate about what they do.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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