Associate Paraplanner

Ready to Step Up? Make the Move from IFA Administrator to Trainee Paraplanner

If you’ve been supporting financial planners behind the scenes and are now ready to take your next big step, this is your opportunity. We’re looking for a motivated, detail-focused IFA Administrator who’s ready to transition into a Trainee Paraplanner role within a supportive, forward-thinking wealth management firm.

Whether you’ve been producing suitability reports, inputting client data, or coordinating applications, you’ve already got a solid foundation, now it’s time to build on it and become more involved in shaping financial plans.

What’s in It for You?

Salary starting from £30,000 – £40,000 (depending on experience)

• Structured development programme into a full Paraplanning role
• Full support for Diploma in Regulated Financial Planning (CII Level 4)
• Access to modern financial planning tools including cash flow modelling software
• Mentoring from experienced Paraplanners and Advisers
• Hybrid working available once up to speed
• Collaborative, values-driven team culture focused on your growth

Next Step in the Advice Journey

You’ll work closely with Paraplanners and Advisers to help shape client recommendations and gain exposure to all areas of the financial planning process. From day one, you’ll begin building the technical and analytical skills needed to progress confidently into a full Paraplanner position.

What You’ll Be Learning & Doing

• Client Analysis
• Support the collation and interpretation of client data
• Learn to build lifetime cash flow models based on client goals
• Solution Design
• Assist in the construction of investment, pension, tax, and estate planning strategies
• Use financial planning software to model personalised recommendations
• Report Preparation
• Draft and refine suitability reports and recommendation letters
• Help prepare regular review reports, investment performance summaries, and updated modelling documents

What we ae relooking for:

• You’re currently working in an IFA or Wealth Management firm in an Administrator or Client Services role
• You’ve had exposure to reports, client meetings, and provider interactions
• You’re actively studying towards or interested in the CII Level 4 Diploma
• You’re curious, detail-oriented, and ready to learn from experienced professionals