Trainee Paraplanner Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so, I want to speak to YOU about this Trainee Paraplanner opportunity Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for What’s on offer: Full Training & Support - No experience? No problem You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities Full professional exam support - up to Chartered level Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning. Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together. Your Role: As a Trainee Paraplanner, you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include: Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations Submitting the relevant applications and ensuring that the recommendations and successfully implemented Chasing providers for information and updates Updating records on the back-office system Managing the full end to end administration from data gathering to producing suitability letters What We’re Looking For: A passion for finance and helping people make informed financial decisions. Strong attention to detail and organisational skills. Excellent written and verbal communication skills. A proactive attitude and willingness to learn. Ideally, some basic understanding of financial services or a related field (but full training will be provided). Ready to Start Your Career in Paraplanning? This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.