Trainee Paraplanner

Paraplanner - Crawley, South East England

Ref: 1517Wednesday 28 February 2024

Up to £40,000

Sorry, this advert is now closed. Click here to view our live vacancies.

Join a team of passionate, professional Paraplanners at a leading financial planning and wealth management business committed to improving each client’s financial world. Our client is interested in meeting professionals who have completed part of their Dilpoma and have experience of basic suitability report writing and are looking to step into a pure Paraplanning role.  

Salary for Trainee Paraplanners £35,000 - £40,000 + Benefits and Hybrid working

The team is evolving due to a number of promotions in the business and you will be joining at an exciting time due to growth. The culture at this firm is second to none with people's wellbeing prioritised in line with client care. You will be invited to quarterly events as well summer and winter parties. They also have a social team in place that helps to budget for and select events.


Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data

Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports

Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models

Relationship building - liaison with clients by telephone, letter, email and attending meetings


To be considered:

  • Experience writing Suitability report in an IFA / Wealth Management environment
  • Part completion of exams either LIBF, CII or equivalent.


If you are an original, collaborative, and passionate individual with a commitment to professionalism and integrity, we would love to hear from you. Apply with your CV today outlining your experience as a Paraplanner

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.