Pinnacle Financial Planning
Trainee Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Role Description
The Trainee Paraplanner role at Pinnacle Financial Planning is a full-time, on-site position based in Sambourne. The Trainee Paraplanner will support financial planners by preparing suitability reports, assisting with financial research and analysis, and helping to create client-focused financial planning solutions.
Daily responsibilities include:
- Gathering and organizing client data
- Updating internal systems and records
- Producing clear documentation that aligns with regulatory requirements and internal standards
The role also involves:
- Liaising with advisers and support staff
- Following up on outstanding information
- Ensuring that client files are maintained accurately and efficiently
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.
As skills and knowledge develop, the Trainee Paraplanner will take on more complex planning tasks and contribute to improving processes and client service.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Qualifications
- Strong analytical and numerical skills, with the ability to interpret financial information and prepare accurate reports.
- Excellent written and verbal communication skills, including the ability to explain complex concepts in a clear and concise way.
- High attention to detail and strong organizational skills, with the ability to manage multiple tasks and meet deadlines.
- Proficiency with common office and financial planning software, including spreadsheets, word processing, and CRM systems.
- Demonstrated integrity, professionalism, and a client-focused approach to work.
- Ability to work effectively in an on-site team environment in Sambourne, showing initiative and willingness to learn.
- Relevant education such as a degree or diploma in finance, economics, business, or a related field is beneficial.
- Interest in pursuing professional financial planning or paraplanning qualifications (e.g., industry-recognized certifications) is an advantage.
“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