Trainee Paraplanner

Trainee Paraplanner

Leicestershire (our ref AL1421)

Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and induction

My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.

In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for the fourth time. They now have an exciting new opportunity for aCII Diploma Qualified individual to join as a Trainee Paraplanner. Please note, a minimum of 2 years’ experience within financial services administration is required along with a minimum of part of the CII Diploma qualification.

Role Overview

The Trainee Paraplanner role is a development role for an individual who already has a minimum of 2 years’ experience within financial services administration, to become responsible for supporting the Financial Planner and wider advice process by taking ownership of advice cases, gathering and checking client information, preparing suitability reports and helping deliver a smooth, supportive and personable experience for clients at the point of new financial advice.

Main Tasks

Take ownership of the advice case from the point of new advice engagement, working closely with the Financial Planner, Client Manager and wider teams to ensure the client journey is clear, timely and well-coordinated.

Prepare the initial meeting pack, including letters of authority, personal financial questionnaire, risk profile documentation and client agreements where required.

Provide follow-up support to the Financial Planner for new prospect enquiries and advice cases and act as a key point of contact for clients throughout the initial advice process.

Issue welcome communications and initial meeting notes via secure email, secure portal or post, as appropriate.

Action and follow up on meeting notes, including investigating existing arrangements

Conduct regular follow-ups with providers on existing arrangements and provide timely updates to the Financial Planner and the client.

Prepare or o...