Trainee Paraplanner

Associate Paraplanner Salary: Up to £35,000 (DOE) Hybrid working - 2 days from home Full-time PermanentKickstart Your Paraplanning Career with a Progressive Financial Planning FirmAre you looking to take the next step into paraplanning or build on your early experience within financial services?We''re working with a forward-thinking and growing financial planning business seeking an ambitious Associate Paraplanner to join their collaborative team. This role is the perfect stepping stone for someone looking to develop technical expertise while gaining hands-on exposure to both straightforward and more complex client advice.What You''ll Be DoingIn this role, you''ll play a key part in supporting Financial Planners and senior Paraplanners, ensuring clients receive accurate, compliant, and high-quality advice.Your responsibilities will include: Supporting low-risk advice cases (top-ups, withdrawals, risk profile changes, income adjustments) Preparing client reports, summaries, and recommendations Assisting with cashflow modelling and financial analysis Conducting research using financial planning tools and provider platforms Helping to prepare and maintain compliant client files and records Supporting technical calculations (e.g. CGT, annual allowance) Assisting on more complex cases, including data gathering and analysis Collaborating with advisers and paraplanners to ensure smooth case progressionWhat We''re Looking ForWe''re keen to hear from individuals who are: Already ..... full job details .....