Century Financial Planning
Trainee Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Century Financial Planning is a Chartered financial planning firm which has been working on a client focused approach for over 25 years. The company focuses on trusted, transparent client service, providing the knowledge and tools clients need to prioritise their goals, create financial plans, and manage their portfolios. Regular review options allow clients to adjust their plans as circumstances change, helping them stay aligned with their long-term aims. The business is built on a core value of putting clients and staff first, shaping every aspect of its advice and service.
Why work with us?
Join a team where you will genuinely enjoy coming to work. We're a small, friendly, supportive team that believes that great work happens when people feel valued, encouraged and have fun along the way. If you're looking for a workplace where your contribution matters, your ideas are welcomed and be part of a positive team culture, we would love to hear from you.
Pay and Benefits
- 28 days holiday a year + an extra day for your birthday
- Team away days
- Death in service
- Weekly wellbeing sessions
- Pay in the region of £28,000 based on experience/potential/qualifications
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.
Role Description
The Trainee Paraplanner role is a full-time, initially on-site position based in Windsor. After training a hybrid approach will be available. The role involves supporting financial planners by preparing suitability reports, conducting product and investment research, and assisting with the construction and maintenance of financial plans. Day-to-day tasks include gathering and analysing client information, updating records and documentation, and ensuring all advice files meet regulatory and internal compliance standards. The Trainee Paraplanner will also help prepare meeting packs, follow up on adviser and client actions, and contribute to the continuous improvement of planning processes. Direct client interaction will be encouraged. As skills develop, the role offers the opportunity to take on more complex case work and progress within the financial planning profession.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- Strong foundation or interest in Finance, Investments, and Financial Planning.
- Demonstrated analytical skills, including the ability to interpret data and assess client needs.
- Ability to produce clear, accurate report writing and documentation for client advice.
- Excellent attention to detail, organisational skills, and ability to manage multiple tasks.
- Strong written and verbal communication skills, with a client-focused approach.
- Team player
- Proficiency with office software (e.g. spreadsheets, word processing) and willingness to learn financial planning tools such as Voyant, FE Analytics etc.
- Relevant academic background (e.g. finance, economics, business, or related field) and/or willingness to progress toward a recognised financial planning qualification (such as diploma-level study) is beneficial although not essential.
- Commitment to ethical conduct, continuous professional development, and working collaboratively within a small team environment.
“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