Trainee Paraplanner – Financial Planning | Up to £34,000 Hybrid Working Benefits An excellent opportunity has arisen for a motivated individual to join a leading Financial Planning team as a Trainee Paraplanner. Salary: up to £34,000 per year This is the ideal role for someone with experience working in a Financial Planning environment who is now looking to advance their technical knowledge and build a long-term career in Paraplanning. Full training and professional development are provided, offering a clear pathway to becoming a qualified Paraplanner while working alongside experienced Financial Planners and Client Support Managers. The Trainee Paraplanner will support the delivery of high-quality financial advice to high-net-worth clients by assisting in the following areas: Client Analysis – Gathering and analysing client information, building cashflow models, and identifying client needs. Financial Planning Solutions – Supporting the creation of tailored recommendations across investments, pensions, tax, and estate planning. Report Writing – Assisting in the preparation of detailed financial reports and recommendation letters. Client Reviews – Preparing annual review packs, updating cashflow models, and analysing investment performance. Client Communication – Liaising with clients via email, phone, and in meetings to provide updates and ongoing support. Administrative Coordination – Working with the wider team to ensure smooth processing of applications and paperwork. Professional Collaboration – Engaging with third-party professionals, such as solicitors and accountants, to deliver joined-up financial strategies. Candidate requirements: Minimum of 2 years’ experience working in a Financial Planning or Wealth Management firm Understanding of the financial planning process Strong communication skills and the ability to build lasting relationships with clients and colleagues High attention to detail, particularly in report writing and data management Eagerness to develop technical knowledge and progress within the profession