Trainee Paraplanner

�� Junior Paraplanner
�� Cannock (WS11) | �� £30,000 DOE | �� Study Support | �� 25 Days Holiday
We’re on the hunt for a Junior Paraplanner who’s sharp, detail-oriented, and ambitious about building a long-term career in financial planning.
This is a fantastic opportunity for someone already working in financial services — perhaps as an IFA Administrator or Trainee Paraplanner — who’s ready to take that next step.
At Concept Financial Services, we’re passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you’ll play a key part in supporting them to deliver outstanding advice and service.
�� What You’ll Be Doing

• Assisting in the preparation of financial plans, reports, and recommendations
• Researching investments, pensions, and protection products
• Drafting suitability reports in line with compliance requirements
• Working closely with advisers to gather client information and build accurate records
• Liaising with providers and keeping up-to-date with industry changes

? What We’re Looking For

• Already working in financial services (IFA admin, trainee paraplanner, or similar)
• Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
• Excellent attention to detail, organised, and proactive
• Strong written and verbal communication skills
• Familiarity with financial planning software (e.g. Xplan) is a bonus

�� What You’ll Get

• Salary up to £30,000 DOE
• Full study support to achieve your qualifications
• A clear progression path (Senior Paraplanner or future Adviser)
• 25 days holiday + bank holidays
• Supportive, close-knit team environment
• Primarily office-based role in Cannock (WS11), with a little flexibility when needed

�� If you’re ready to step up in your career and join a firm where your development is genuinely supported, we’d love to hear from you.

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