Recruit Wealth Limited
Paraplanner/Trainee Financial Planner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Vacancy Detail
View vacancy list
Paraplanner/Trainee Financial Planner
Ready to Take the Next Step into Financial Advice?
Are you an experienced Paraplanner looking for a genuine route into becoming a Financial Planner?
Recruit Wealth are delighted to be representing a highly successful, independent Financial Planning business seeking an ambitious, aspiring Advisor to join their growing team. This is a fantastic opportunity to continue developing your technical and client contact expertise whilst working towards becoming a fully competent Financial Adviser.
Unlike many trainee adviser positions, you'll benefit from a structured career pathway, full study support, a generous basic salary and a continual flow of existing client opportunities from the very beginning.
If you've reached the point where you're ready to move beyond paraplanning and into client advice, this could be the opportunity you've been waiting for.
The Opportunity
This hybrid role combines technical paraplanning with gradual exposure to client-facing financial planning, allowing you to build confidence before progressing into a fully-fledged advisory position.
- You'll initially support advisers with complex technical work before progressively taking responsibility for your own client meetings, annual reviews and new client introductions.
- All client opportunities are provided, allowing you to focus on delivering outstanding advice rather than business development.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What You'll Be Doing
- Producing high-quality suitability reports across pensions, investments and protection.
- Conducting technical research and preparing financial planning recommendations.
- Supporting experienced Financial Planners and attending client meetings.
- Gradually taking ownership of existing client relationships and new enquiries.
- Delivering holistic financial planning advice as your experience develops.
- Working within FCA compliance standards and maintaining exceptional client outcomes.
- Continuing your professional development
What We're Looking For
We're keen to speak with individuals who possess:
- Experience within an Independent Financial Advice practice as a Paraplanner
- Strong technical report writing and suitability report experience.
- Ideally Level 4 Diploma qualified (DipPFS/CII/CISI) or very nearing completion.
- Excellent communication skills and a genuine desire to build a long-term career as a Financial Planner.
- A professional, client-focused approach with excellent attention to detail.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's On Offer?
- Up to £42,000 basic salary.
- Realistic Year Two earnings of £65,000+.
- Automatic salary increase to £48,000 upon achieving Competent Adviser Status (CAS).
- Uncapped bonus structure with no minimum threshold.
- Existing, on-going client introductions
- Fully funded CII qualifications, exams and study support.
- Genuine long-term career progression within a supportive and flexible Financial Planning business.
- The opportunity to build a rewarding advisory career without the pressure of generating your own leads.
Location
This opportunity is based in Buxton and would suit applicants commuting from the Derbyshire areas. Expectation to be in office for at least 2 days a week.
Apply Today
If you're an experienced Paraplanner ready to take the next step towards becoming a Financial Adviser, we'd love to hear from you as soon as possible.
Recruit Wealth specialises in recruiting across the UK Financial Planning and Wealth Management industry.
Location: Buxton, Derbyshire - United Kingdom | Salary: £40000 - £48000 per year | Job type: Permanent | Posted: 17/07/2026
Apply for this Vacancy
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location