Junior Paraplanner

Junior Paraplanner
Cheshire
Hybrid working
Up to £30k Salary

This is an excellent opportunity for someone working in financial services administration who is ready to take the next step into paraplanning. Whether you’ve started exams or are just beginning to explore the route, you’ll be supported you every step of the way.

The Business

The business is a well-established and respected financial advisory firm providing tailored planning solutions to individuals and businesses. They pride themselves on client service, collaboration, and a strong culture of professional growth. The services include retirement planning, investment advice, and pensions.

The Role

As a Junior Paraplanner, you’ll begin to transition from administrative duties to paraplanning tasks, with full support and guidance. No prior paraplanning experience is required - just a willingness to learn and grow within the role.

Your responsibilities will include:

• Assisting with research and report preparation for client advice
• Supporting advisers and paraplanners in client planning work
• Continuing to handle some administrative tasks while you develop your technical skills
• Learning systems, processes, and provider platforms
• Engaging in exam study and applying your learning to real-world cases

What We're Looking For

• Experience in financial services administration
• Interest in progressing into paraplanning and studying for financial planning exams
• Excellent organisation and attention to detail
• Strong communication skills and a proactive attitude

The Benefits

• Up to £30k salary
• Hybrid working after probation
• 22 days holiday + bank holidays (rising with service)
• Birthday day off
• Company pension
• Exam support and study leave
• Death in service benefit
• On-site parking
• Clear path to full paraplanner role

How to Apply

Ready to grow your career in financial planning? Submit your CV today.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, Junior Paraplanner, Trainee Paraplanner, Paraplanner, IFA Administrator