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Date Added: Thu 27/11/2025

Trainee Paraplanner

Stockport, UK
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Company: RECRUIT UK

Job Type: Permanent, FullTime

Salary: £28,000 - £38,000 per annum

Job Role: Trainee ParaplannerLocation: Stockport (Hybrid working)

Salary: Up to £38,000 DOECompany: Recruit UK

Reference Number: 9884

Are you looking to kick-start your career in financial planning? Recruit UK is excited to partner with a leading financial advisory firm to offer a fantastic opportunity for a Trainee Paraplanner to join their dynamic team in Stockport.

About the Role:As a Trainee Paraplanner, you will be supporting experienced financial planners in delivering high-quality financial advice to clients. This role is perfect for someone with a keen interest in finance, strong attention to detail, and a desire to develop their skills in financial planning and paraplanning.

What You’ll Do:

  • Assist with preparing financial reports and recommendations
  • Conduct research and analysis on various financial products and markets
  • Support the planning team with client documentation and regulatory compliance
  • Learn to draft clear and concise financial plans under supervision
  • Gain hands-on experience and industry knowledge through ongoing training and mentoring

What We’re Looking For:

  • A strong interest in finance and financial planning
  • Excellent communication and organisational skills
  • High attention to detail and ability to work accurately under pressure
  • A proactive attitude and eagerness to learn
  • Ideally, some experience or qualifications in finance (AAT, CeMAP, or working towards CII qualifications) - but not essential

Why Join Us?

  • Competitive starting salary of up to £38,000 and great benefits
  • Hybrid home/office working (days from home)
  • Study support and exam funding
  • Structured training and development programme
  • Clear career progression opportunities

If you’re ready to start your career in paraplanning and grow with a supportive and ambitious firm, we want to hear from you!

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK is pleased to be working with a well-established Financial Advice firm, with offices in Stockport, on a Trainee Paraplanner role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.
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