Trainee Paraplanner

Eden Rose; Sutton Coldfield; Hybrid; GBP 35,000 - 38,000; Full time

Job summary

Eden Rose in Sutton Coldfield is seeking a Trainee Paraplanner to join a supportive wealth management team. The role offers a clear path from junior paraplanner to fully qualified Paraplanner within 12–18 months, with a salary circa £35,000–£38,000 per annum and hybrid working after a period of probation.

You will work with Financial Advisers on research, analysis and report preparation, building your paraplanning experience and developing technical capabilities in a structured environment.

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)

Skills

Paraplanning exposure

Education

Level 4 Diploma in Paraplanning

Job description

Location: SUTTON COLDFIELD, West Midlands

Type: Permanent

Job #90950

Salary £35,000 - £38,000 Per Annum

Employment Type Permanent

Trainee Paraplanner – Sutton Coldfield – £35,000 +

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

This is an excellent opportunity for someone with existing paraplanning exposure who wants to develop into a fully competent Paraplanner within 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 within 12–18 months, depending on experience and qualifications.

Key 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)

What They’re Looking For

• Some existing 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 a fully qualified Paraplanner if the experience and salary expectations align.

Why Join

• Structured progression into a full 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