Trainee Paraplanner

Tekk Fusion; Maney; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Hybrid working pattern

Job summary

Trainee Paraplanner role in Sutton Coldfield with a well established wealth management and financial planning firm. The position offers a clear path to become a fully competent Paraplanner within 12–18 months in a structured, supportive environment.

You’ll work with Financial Advisers on a pooled basis, conducting research, analysis and report preparation. Salary starts around £35,000 plus, with hybrid working once established.

Qualifications

• Some paraplanning or technical support experience (essential).
• Working towards Level 4 Diploma; ideally a minimum 3 RO exams.
• Strong understanding of the advice process.
• Good attention to detail and analytical skills.

Responsibilities

• Support advisers with technical research and analysis.
• Assist with preparation of suitability reports and advice documentation.
• Carry out product and fund research.
• Support client reviews and annual review preparation.
• Work closely with advisers (approx. 1 paraplanner to 2 advisers)

Job description

Trainee Paraplanner - Sutton Coldfield - £35,000 +

We are working with a well establishedwealth management and financial planning firmin Sutton Coldfield who are looking to add a junior or trainee paraplanner to their support team.

This is an excellent opportunity for someone withexisting paraplanning exposurewho wants to develop into afully competent Paraplannerwithin a structured, supportive environment.

The Role

You’ll work closely with Financial Advisers on a pooled basis, supporting the advice process through research, analysis, and report preparation. Candidates must ideally already have some paraplanning or technical support experience.

The firm has a strong track record of developing junior paraplanners, with clear progression to full paraplanner status within12–18 months, depending on experience and qualifications.

Key Responsibilities

• Support advisers withtechnical research and analysis
• Assist with preparation of suitability reports and advice documentation
• Carry out product and fund research
• Support client reviews and annual review preparation
• Work closely with advisers (approx.1 paraplanner to 2 advisers)

What They’re Looking For

• Someexisting paraplanning or technical support experience(essential)
• Working towards level 4 Diploma, ideally a minimum 3 RO exams.
• Strong understanding of the advice process
• Good attention to detail and analytical skills

They would also consider afully qualified Paraplannerif the experience and salary expectations align.

Why Join

• Structured progression into afull Paraplanner role
• Supportive team with experienced advisers and paraplanners
• Balanced working pattern with hybrid flexibility once established
• Opportunity to join a firm that invests time in developing people properly