Trainee Paraplanner

Rayleigh | Up to £30,000 | Monday to Friday | 9am to 5pm

Are you an ambitious, detail-focused professional with experience in Mortgage Administration, Financial Services or Wealth Management? Do you want to take the next step in your career and progress towards becoming a qualified paraplanner? This is your opportunity to join a growing independent financial planning firm and build a rewarding career.

The Role

We’re seeking a motivated Administrator with financial services experience, eager to develop into a paraplanner and take their career to the next level. This role comes with a structured path into paraplanning, including fully funded exam support and study resources. You’ll take pride in getting things right, enjoy working in a structured, regulated environment, and understand the importance of accuracy and compliance.

For the right candidate, there is clear scope to develop your skills, gain technical knowledge and progress into a paraplanning role. You’ll benefit from a structured career path, with fully funded exam support and study resources provided.

Key Responsibilities

You'll play an integral part in the smooth running of the business and client experience, including:

• Support advisers and paraplanners in creating and delivering financial plans
• Issue, chase and summarise Letters of Authority (LOAs)
• Liaise with providers regarding LOAs and new business submissions
• Processing new business accurately and efficiently across several platforms, including placing trades, running reports and illustrations
• Maintain client records and back-office systems
• Monitor cases to ensure timely progression and clear communication
• Contribute ideas to improve processes and workflows
• Provide general administrative support to the wider team

Must-Have Criteria

• Previous experience (ideally 2+ years) as an administrator within financial advice, wealth management or financial planning
• Strong organisational skills and exceptional attention to detail
• Dependable, proactive and a true team player who takes ownership of their work
• Professional verbal and written communication skills
• Passionate about financial services and committed to progressing into a paraplanning role, including taking exams

Desirable

• Experience using platforms like 2plan Back Office, Fintegrate, Mabel, Selectapension, Voyant or The Exchange
• Familiarity with providers such as Aviva, 7IM, Quilter, Royal London or Prudential
• Interest in developing technical knowledge to support a long-term career in paraplanning

Why This Role?

• Up to £30,000 (depending on experience)
• Fully funded exam support, including study leave and exam entry
• Parking season ticket – Fully funded
• Supportive team environment with genuine career development opportunities
• Opportunity to make a real impact on clients’ lives and the business

This is an exciting opportunity for someone career-focused, dedicated and ready to take the next step in financial services. If you’re looking to grow into a paraplanning role and thrive in a structured, client-focused environment, we want to hear from you!

Contact Louise at 121 Personnel to arrange an informal chat!