Eden Rose
Trainee / Junior Paraplanner
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Trainee / Junior Paraplanner
Trainee / Junior Paraplanner
Job Ref: 90767 Location: Uxbridge, Hillingdon, Middlesex Salary: £35,000 – £40,000 per annum (up to c.£45,000 for a more senior paraplanner) Employment Type: Permanent Working Pattern:
- Initial Phase: 4 days in office, WFH Fridays
- After settling period (c. 3–6 months): 3 days in office, 2 days WFH
About the Role
We are working with an established wealth management and financial planning firm in Middlesex, seeking a Trainee or Junior Paraplanner to join their growing advice support team.
An excellent opportunity for someone with existing paraplanning experience who wants to develop into a fully competent Paraplanner within a structured, supportive environment.
Ideal candidates will have worked in paraplanning or technical support roles and aim to progress quickly with proper training and development.
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Key Responsibilities
- Support Financial Advisers with technical research and analysis
- Assist in preparation of suitability reports and advice documentation
- Conduct product and fund research
- Aid in client reviews and annual review preparation
- Collaborate with Financial Advisers (typically 1 paraplanner to 2 advisors)
- Liaise with internal admin/support teams (non-technical work managed separately)
- Ensure all work is accurate, compliant, and delivered to a high standard
Requirements
Essential
- Some existing paraplanning or technical support experience (critical for shortlisting)
- Level 4 Diploma in financial planning (preferred)
- OR 4–5 Relevant Units (ROs) with evidence of progression
- Strong understanding of adVice processes and financial planning
- Detail?focused with excellent analytical skills
- Willingness to commute by car (office is not near a train station)
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Nice to Have
- Fully qualified Paraplanner (if experience aligns with salary expectations)
Salary & Benefits
- £35,000–£40,000 (Trainee/Junior level)
- Up to c.£45,000 for a stronger/ более опытный Paraplanner
- Auto-enrolment pension
- Revenue-based bonus scheme
- Full training and development support
Why Join This Firm?
✅ Structured progression into a full Paraplanner role ✅ Supportive environment with experienced advisers and paraplanners ✅ Balanced working pattern (hybrid flexibility after establishment) ✅ Firm invests in people’s development
This is a strong long-term opportunity for those looking to qualify and progress in paraplanning.
Apply now for a confidential discussion.
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