Trainee Paraplanner - Hybrid, Training & Diploma Path

Financial Divisions; Chipping Barnet; Hybrid; GBP 34,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Full study support

Pension

Structured training programme

Job summary

Financial Divisions in Harrow is seeking a Trainee Paraplanner to join its expanding team. You will work closely with experienced advisers and paraplanners to develop technical knowledge while delivering high-quality financial planning advice.

The role offers full study support toward the Level 4 Diploma, mentoring from seasoned professionals, and a structured training path. Hybrid working and long-term progression into a paraplanner or adviser are provided.

Qualifications

• Experience in an IFA or financial planning environment.
• Working towards Level 4 Diploma in Financial Planning.
• Strong organisational and analytical skills.
• Excellent attention to detail.

Responsibilities

• Assist with research across pensions, investments and protection.
• Support the preparation of suitability reports and recommendations.
• Gather client information and analyse financial data.
• Liaise with providers and obtain policy information.
• Prepare review documentation for client meetings.
• Work alongside advisers throughout the advice process.
• Build technical knowledge through structured training and study.

Skills

Strong organisational skills

Attention to detail

Analytical mindset

Ambition to build long-term career

Education

Level 4 Diploma in Financial Planning (or studying towards)

Job description

Financial Divisions in Harrow is seeking a Trainee Paraplanner to join its expanding team. You will work closely with experienced advisers and paraplanners to develop technical knowledge while delivering high-quality financial planning advice.

The role offers full study support toward the Level 4 Diploma, mentoring from seasoned professionals, and a structured training path. Hybrid working and long-term progression into a paraplanner or adviser are provided.