Trainee Paraplanner -NW London- Up to &38,000 -Full Study Support

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

A successful and expanding Independent Financial Advice firm in Harrow is seeking a Trainee Paraplanner to join its growing team.

This is an outstanding opportunity for an experienced IFA Administrator who is studying towards the Level 4 Diploma, or someone looking to take the next step into paraplanning with full training, mentoring and career development.

The Role

Working closely with experienced advisers and paraplanners, you'll develop your technical knowledge while supporting the delivery of high-quality financial planning advice.

Key Responsibilities

• Assisting with research across pensions, investments and protection
• Supporting the preparation of suitability reports and recommendations
• Gathering client information and analysing financial data
• Liaising with providers and obtaining policy information
• Preparing review documentation for client meetings
• Working alongside advisers throughout the advice process
• Building technical knowledge through structured training and study

Why This Role Stands Out

• Structured training programme into paraplanning
• Full study support towards the Level 4 Diploma
• Mentoring from experienced paraplanners and advisers
• Hybrid working and excellent work-life balance
• Long-term progression opportunities, including a future route into advising

Working Pattern

• Harrow-based office
• Hybrid working available (typically 2-3 days from home)
• Friendly, collaborative team environment

Package

• Up to £38,000 basic salary (depending on experience)
• Full study support
• Pension
• Clear progression into a Paraplanner role and, ultimately, Adviser if desired

Requirements

• Previous experience within an IFA or financial planning environment
• Experience in an IFA Administration role is highly desirable
• Working towards, or committed to studying for, the Level 4 Diploma in Financial Planning
• Strong organisational and analytical skills
• Excellent attention to detail
• Ambition to build a long-term career in financial planning

The Ideal Candidate

You'll be eager to learn, technically minded and motivated to develop your career within financial planning. This role offers genuine long-term progression with a firm that invests in its people and provides clear career pathways.