Junior / Trainee Paraplanner

Junior / Trainee Paraplanner

Location: Crawley (Hybrid after 3 months)

Salary: Up to £35,000 (DOE) + Full Training + Excellent Benefits

Hours: Full-time | 37 hours per week (Monday-Friday)

Type: Hybrid (After 3 months)

About the Role:

My client, a Chartered Financial Planning firm, is seeking a motivated and detail-oriented individual to join their client support team. This is a fantastic opportunity for someone with at least 2 years’ experience in a financial planning environment as an IFA admin or Junior/Trainee Paraplanner who’s ready to take the next step in their career.

Whether you're looking to grow into a paraplanner role or eventually become a Client Support Manager, this role offers a clear development path, full training, and support with qualifications.

You’ll work closely with Financial Planners, Client Support Managers, and Administrators to deliver high-quality financial planning services to high-net-worth UK clients.

Package & Benefits:

• Salary: Up to £35,000 depending on experience
• Pension: Company pension scheme
• Holidays: 22 days + Bank Holidays (rising to 25 days over 3 years)
• Insurance: Private medical, life insurance, and death in service
• Training: Full induction, ongoing support, and funded qualifications (Diploma Level 4)
• Perks: Employee assistance programme, discount perks, referral scheme
• Parking: On-site parking available
• Hybrid Working: Offered after 3 months

Key Responsibilities:

• Assist in analysing client needs and developing cash flow models
• Support the construction of financial planning solutions across investments, pensions, tax, and estate planning
• Prepare recommendation reports and client letters, ensuring accuracy and compliance
• Help with client reviews, performance analysis, and updating financial models
• Liaise with clients via phone, email, and in meetings to build strong relationships
• Coordinate with administrators to ensure smooth processing of applications
• Collaborate with external professionals (e.g. solicitors, accountants) to implement advice

Requirements:

• Minimum 2 years’ experience in a financial planning firm (ideally with HNW UK clients)
• Recent experience as an IFA Administrator or Junior or Trainee Paraplanner
• Understanding of the financial planning process
• Strong communication, analytical, and organisational skills
• A collaborative mindset and eagerness to learn
• Willingness to work towards Diploma Level 4 (company-funded)

About the Company:

My client is a well-established financial planning and wealth management firm with Chartered status. They are committed to helping clients align their finances with their aspirations through tailored, expert advice.

They foster a supportive, inclusive culture where every team member is valued and encouraged to grow. Diversity, equity, and accessibility are at the heart of their hiring process.

If you're ready to grow your career in a dynamic, client-focused environment, we’d love to hear from you.