Job Role: Trainee Paraplanner
Location: Chorley
Salary: Up to £35,000 (dependent on experience)
Job Type: Full-time, Permanent
Reference Number: 10128
Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner
With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression.
The Role
As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include:
*Supporting the preparation of suitability reports and financial recommendations
*Conducting research across pensions, investments, protection, and retirement planning
*Assisting in analysing client objectives and financial data
*Learning to support advisers with complex cases
*Ensuring all documentation meets FCA and compliance standards
*Liaising with advisers, administrators, and product providers
About You
The successful candidate will have:
*A keen interest in financial planning and paraplanning
*Strong analytical skills and attention to detail
*Excellent written communication
*Motivation to complete exams and progress towards becoming a Chartered Adviser
*Previous administrative or financial experience is desirable but not essential
What’s on Offer
*Competitive salary of up to £35,000 (dependent on experience)
*Full exam support and study leave
*Hybrid working: 1 day from home after 3 months, 2 days after 6 months
*Structured career development and progression towards a Chartered Adviser role
*Supportive and professional working environment
Please apply with your most up-to-date CV if you feel you may be suitable.
About Recruit UK
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a network of over 100,000 financial services professionals. Recruit UK is proud to be working with Amber River in Chorley on this Trainee Paraplanner role.
Our commitment to you:
*Start every journey with a conversation to understand your goals
*Provide honest feedback on your fit in the job market
*Use our network to match you to your perfect position
*Take a holistic approach – career satisfaction is more than just salary
*Cover the whole of the UK with a local touch
*Never pester you