Full job descriptionA successful and expanding Independent Financial Advice firm in Harrow is seeking a Trainee Paraplanner to join its growing team.
This is an outstanding opportunity for an experienced IFA Administrator who is studying towards the Level 4 Diploma, or someone looking to take the next step into paraplanning with full training, mentoring and career development.
The Role
Working closely with experienced advisers and paraplanners, you’ll develop your technical knowledge while supporting the delivery of high-quality financial planning advice.
Key Responsibilities
*Assisting with research across pensions, investments and protection
*Supporting the preparation of suitability reports and recommendations
*Gathering client information and analysing financial data
*Liaising with providers and obtaining policy information
*Preparing review documentation for client meetings
*Working alongside advisers throughout the advice process
*Building technical knowledge through structured training and study
Why This Role Stands Out
*Structured training programme into paraplanning
*Full study support towards the Level 4 Diploma
*Mentoring from experienced paraplanners and advisers
*Hybrid working and excellent work-life balance
*Long-term progression opportunities, including a future route into advising
Working Pattern
*Harrow-based office
*Hybrid working available (typically 2–3 days from home)
*Friendly, collaborative team environment
Package
*Up to £38,000 basic salary (depending on experience)
*Full study support
*Pension
*Clear progression into a Paraplanner role and, ultimately, Adviser if desired
Requirements
*Previous experience within an IFA or financial planning environment
*Experience in an IFA Administration role is highly desirable
*Working towards, or committed to studying for, the Level 4 Diploma in Financial Planning
*Strong organisational and analytical skills
*Excellent attention to detail
*Ambition to build a long-term career in financial planning
The Ideal Candidate
You’ll be eager to learn, technically minded and motivated to develop your career within financial planning. This role offers genuine long-term progression with a firm that invests in its people and provides clear career pathways.