Trainee Paraplanner

Search; England; Hybrid; GBP 25,000 - 28,000; Full time

Job summary

A financial services firm in Wakefield is seeking a Junior Paraplanner to support Financial Advisers with client recommendations by conducting research and drafting suitability letters. The ideal candidate will possess the CII RO1 qualification and demonstrate a desire for continuous professional development. The role offers hands-on training and a competitive salary range of £25,000 - £28,000, with additional perks including a discretionary bonus and comprehensive benefits package.

Benefits

Discretionary Bonus

25 days annual leave

Workplace Pension Scheme

Death in Service Benefit

Qualifications

• Must hold the CII (or equivalent) RO1 qualification, or higher.
• Desire to progress toward the full Diploma in Regulated Financial Planning.
• Excellent attention to detail and a commitment to producing accurate work.
• Strong written and verbal communication skills for effective liaison.

Responsibilities

• Assist in gathering and analysing client data to support Financial Adviser's recommendations.
• Conduct basic technical research to identify suitable financial solutions.
• Assist in preparing initial drafts of suitability letters.
• Support the implementation of client recommendations.
• Maintain knowledge of compliance procedures and regulations.

Skills

Technical Aptitude

Communication

Attention to Detail

Proactivity

Education

CII (or equivalent) RO1 qualification

Job description

Junior Paraplanner: Technical Development Role

Location: Wakefield

Salary: 25,000 - 28,000 (Up to 15% Bonus)

About Navigation Wealth Management (NWM)

At Navigation Wealth Management, our people are the driving force behind our success. Our culture is defined by our core values: Ownership (Just Own It), Aspirational (Be Your Best You), and People (Navigation IS Family). As a rapidly growing Partner Practice, we are dedicated to investing in our team's development, providing clear paths for professional growth and reward.

We are actively expanding and invite a highly motivated individual to join our team as a Junior Paraplanner to grow with us.

The Opportunity: Develop Your Paraplanning Career

This role is perfectly suited for an ambitious individual who has experience of technical report writing and has already achieved the RO1 qualification (or higher) and is committed to pursuing further professional qualifications (e.g., Diploma in Regulated Financial Planning).

As a Junior Paraplanner, you will receive hands‑on training and work directly alongside our experienced Paraplanners, Financial Advisers, and Directors. You will build your technical foundation, learn the entire advice process, and gain critical experience in research, analysis, report writing and the use of AI systems.

Core Responsibilities: Learning & Support

Under the guidance of senior staff, your responsibilities will focus on foundational technical support and administrative tasks:

• Case Analysis Support: Assist in gathering, analysing, and summarising client data to support the Financial Adviser's recommendations, producing AI‑based suitability letters.
• Research: Conduct basic technical research to help identify suitable financial solutions for specific client objectives across core areas:
  • Retirement Planning
  • Investment Planning
  • Protection Planning
• Suitability Drafting: Assist in preparing the initial drafts of suitability letters and supporting documentation for review by Advisers.
• Implementation Support: Support the implementation of client recommendations and assist the Administrative team with necessary applications and paperwork.
• Process Compliance: Maintain a detailed knowledge of the firm's compliance procedures and assist in ensuring client files are accurately documented and maintained.
• Knowledge Development: Actively keep abreast of changing legislation and regulation, committing to continuous professional development.
• Adviser Liaison: Liaise with the advice guidance department on technical aspects of cases and communicate clearly with Advisers regarding case progress.

Candidate Profile: Your Skills and Ambition

We are looking for a candidate with a strong foundation in financial services and a commitment to professional growth:

• Essential Qualification: Must hold the CII (or equivalent) RO1 qualification, or higher.
• Aspiration: A clear desire to progress toward the full Diploma in Regulated Financial Planning.
• Technical Aptitude: Ability to absorb new technical information quickly and apply basic regulatory knowledge.
• Accuracy: Excellent attention to detail and a commitment to producing accurate work.
• Communication: Strong written and verbal communication skills for effective internal and external liaison.
• Attitude: A proactive, positive, and dedicated team player who thrives in a learning environment.

What We Offer:

• Competitive Salary: 25,000 - 28,000 per year (depending on experience) plus a comprehensive benefits package.
• Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range.
• Discretionary Bonus: Potential to earn up to 15% of your salary, split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%).
• Holidays: 25 days annual leave plus all UK bank holidays.
• Pensions: Workplace Pension Scheme provided.
• Life Assurance: Death in Service Benefit of 4 x annual salary.
• Extra Perk: Appraisal Reward Day.
• Working Pattern: 35 hours per week (hybrid working).
  • Monday - Thursday: 9:00 am – 5:00 pm
  • Friday: 8:30 am – 4:30 pm

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.