Full job descriptionJob Title: Trainee Paraplanner
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week (9:00am - 5:00pm)
Salary: Up to £50,000 (dependent on experience)
Reference Number:
Advertised by Recruit UK
Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint a Trainee Paraplanner to join their expanding team.
Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage.
In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance.
Key Responsibilities
*Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers
*Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations
*Client Support: Build strong client relationships by responding to queries and providing ongoing support
*Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation
*Compliance: Ensure all work aligns with regulatory and legislative requirements
*Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products
*Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes
What’s on offer
*Up to £50,000 starting salary (DOE)
*Hybrid & flexible working options
*Support with obtaining industry recognised qualifications
*Competitive holiday and benefits package
Requirements
*Minimum of 2 years’ experience in a paraplanning or similar role, with a strong track record of producing detailed reports
*Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it
*Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation
*Excellent written and verbal communication skills, with the ability to explain complex information clearly
*High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively
*A collaborative approach and ability to work well within a team environment
*Solid knowledge of industry standards and a commitment to continuous professional development
*Proficiency in Microsoft Office applications, including Word, Excel, and Outlook
To apply, please send your CV
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 are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm in Lytham on a Trainee Paraplanner role.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach - career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.