Eden Rose
Trainee Paraplanner
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Job Ref: 90950
Location: Sutton Coldfield
Salary: £35,000 - £38,000 Per Annum
Employment Type: Permanent
Location: SUTTON COLDFIELD, West Midlands
Type: Permanent
Job #: 90950
Salary: £35,000 - £38,000 Per Annum
Trainee Paraplanner – Sutton Coldfield – £35,000 +
We are working with a well established wealth management and financial planning firm in Sutton Coldfield who are looking to add a junior or trainee paraplanner to their 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.
The Role
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)
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What They’re Looking For
- Some existing paraplanning or technical support experience (essential)
- Working towards level 4 Diploma, ideally a minimum 3 RO exams.
- Strong understanding of the advice process
- Good attention to detail and analytical skills
They would also consider a fully qualified Paraplanner if the experience and salary expectations align.
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
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