Trainee Paraplanner
Posted on Jun 1, 2026 by CV-Library
Cardiff, South Glamorgan, United Kingdom
Accountancy
Immediate Start
£28k - £35k Annual
Full-Time
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join.
Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role:
As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include:
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client records
* Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytical and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits include:
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.
Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join.
Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role:
As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include:
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client records
* Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytical and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits include:
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.
Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response
Reference: 225182846
https://jobs.careeraddict.com/post/113331091
Trainee Paraplanner
Posted on Jun 1, 2026 by CV-Library
Cardiff, South Glamorgan, United Kingdom
Accountancy
Immediate Start
£28k - £35k Annual
Full-Time
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join.
Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role:
As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include:
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client records
* Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytical and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits include:
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.
Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join.
Due to continued growth, a new opportunity has been created for a talented Trainee Paraplanner to join their Cardiff regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role:
As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include:
* Producing high quality suitability reports
* Conducting detailed research on financial products, providers and strategies
* Supporting Financial Planners with client reviews and ongoing planning needs
* Acting as a technical support contact for the financial planner and client queries
* Submitting applications to providers and managing documentation
* Maintaining accurate, compliant and well-presented client records
* Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:
* Previous paraplanning experience with financial advice
* Diploma qualified and willing to study further
* Experience with Intelligent Office, highly desirable
* Strong analytical and research skills
* Excellent attention to detail and organisational ability
* The confidence to manage multiple priorities effectively
* Outstanding communication and teamwork skills
* Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long-term careers within financial planning.
Benefits include:
* 25 days holiday + bank holidays
* Option to purchase up to 5 additional days holiday
* Your birthday off
* Quarterly paraplanning bonus scheme
* Annual salary reviews
* Full study support for professional qualifications, CPD
* Adviser Academy and clear career progression pathways
* Staff recognition and annual awards
* Hybrid/flexible working
* Private pension
* Life assurance
* Corporate eye-care cover
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.
Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.
Please apply to us here at Recruit Wealth for an immediate response
Reference: 225182846
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