Eden Rose
Trainee / Junior Paraplanner
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Job Ref: 90767
Location: Uxbridge, Greater London
Salary: £35,000 - £40,000 Per Annum
Employment Type: Permanent
Trainee / Junior Paraplanner
Location: Hillingdon, Middlesex
Salary: £35,000 – £40,000 for a Junior, (up to c.£45,000 for a more Senior Paraplanner level)
Working Pattern
- 4 days in the office, WFH Fridays
- After settling period (c. 3–6 months): 3 days office / 2 days WFH
About the Role
We are working with a well-established wealth management and financial planning firm in Middlesex who are looking to hire a Trainee or Junior Paraplanner to join their growing advice support team.
This is an excellent opportunity for someone with existing paraplanning exposure who wants to develop into a fully competent Paraplanner within a structured, supportive environment.
You’ll work closely with Financial Advisers on a pooled basis, supporting the advice process through research, analysis, and report preparation. Candidates must ideally already have some paraplanning or technical support experience.
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The firm has a strong track record of developing junior paraplanners, with clear progression to full paraplanner status within 12–18 months, depending on experience and qualifications.
Key Responsibilities
- Support advisers with technical research and analysis
- Assist with preparation of suitability reports and advice documentation
- Carry out product and fund research
- Support client reviews and annual review preparation
- Work closely with advisers (approx. 1 paraplanner to 2 advisers)
- Liaise with internal admin/support teams (non-technical work handled separately by the back-office support team)
- Ensure work is accurate, compliant, and delivered to a high standard
What They’re Looking For
- Some existing paraplanning or technical support experience (essential)
- Level 4 Diploma preferred, but will consider candidates with 4–5 ROs and clear evidence of progression
- Strong understanding of the advice process
- Good attention to detail and analytical skills
- Willing to commute by car (office is not close to a train station)
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They would also consider a fully qualified Paraplanner if the experience and salary expectations align.
Salary & Benefits
- £35,000 – £40,000 for trainee/junior level
- Up to c.£45,000 for a stronger or more experienced paraplanner
- Auto-enrolment pension
- Revenue-based bonus scheme
- Full training and development support
Why Join
- Structured progression into a full Paraplanner role
- Supportive team with experienced advisers and paraplanners
- Balanced working pattern with hybrid flexibility once established
- Opportunity to join a firm that invests time in developing people properly
If you have paraplanning experience and are looking for a role where you can develop, qualify, and progress, this is a strong long-term opportunity.
Apply now for a confidential discussion.
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