Trainee Paraplanner

Heat Recruitment; Birmingham; On-site; GBP 28,000 - 36,000; Full time

Job summary

A unique opportunity for a Trainee or Junior Paraplanner to join a dynamic and supportive team in Birmingham. This role emphasizes direct client engagement and personal development, backed by strong progression opportunities. Ideal candidates will be working towards a Level 4 Diploma, bringing analytical skills and a proactive attitude. In addition, the team culture fosters individual value and recognizes contributions, ensuring career growth and success.

Benefits

Holiday allowance increases with service

Paid exams and training

Income protection

Easy access if driving

Qualifications

• Working towards Level 4 Diploma.
• Previous experience in paraplanning or report writing.
• High analytical capability and good communication skills.

Responsibilities

• Client-centric tasks within a hands-on role.
• Contributing to a supportive team environment.
• Involvement in financial planning and report writing.

Skills

Analytical capability

Communication skills

Education

Level 4 Diploma (DipPFS or DipFA)

Job description

Location

Park Gate

Salary: £28,000 - £36,000

Type: Permanent

Workplace: On-Site

Ref: 87186

Managing This Role

Our client is looking for a Trainee or Junior Paraplanner to join a thriving team that has grown through teamwork and strategic decisions.

This role is not within a corporate organization; it is very hands-on, client-centric, and allows you to feel valued daily.

Enjoy a supportive team environment with strong progression opportunities and a culture that treats everyone as an individual.

• Holiday allowance increases with service
• Paid exams and training
• Income protection
• Easy access if driving

Candidate Requirements:

• Ideally working towards the Level 4 Diploma (DipPFS or DipFA)
• Previous experience in a paraplanning or report writing role within an IFA Practice
• High analytical capability and good communication skills

Next Steps

Apply today to be considered for this paraplanner role. If suitable, a specialist consultant will contact you to discuss the opportunity in detail before submitting your CV to the client. Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new role.

Synonyms include: Paraplanner, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning.