Trainee Paraplanner

Job Role: Trainee Paraplanner

Location: Chorley

Salary: Up to £35,000 (dependent on experience)

Job Type: Full-time, Permanent

Reference Number: 10128

Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner

With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression.

The Role

As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include:

• Supporting the preparation of suitability reports and financial recommendations
• Conducting research across pensions, investments, protection, and retirement planning
• Assisting in analysing client objectives and financial data
• Learning to support advisers with complex cases
• Ensuring all documentation meets FCA and compliance standards
• Liaising with advisers, administrators, and product providers

About You

The successful candidate will have:

• A keen interest in financial planning and paraplanning
• Strong analytical skills and attention to detail
• Excellent written communication
• Motivation to complete exams and progress towards becoming a Chartered Adviser
• Previous administrative or financial experience is desirable but not essential

What's on Offer

• Competitive salary of up to £35,000 (dependent on experience)
• Full exam support and study leave
• Hybrid working: 1 day from home after 3 months, 2 days after 6 months
• Structured career development and progression towards a Chartered Adviser role
• Supportive and professional working environment

Please apply with your most up-to-date CV if you feel you may be suitable.

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a network of over 100,000 financial services professionals. Recruit UK is proud to be working with Amber River in Chorley on this Trainee Paraplanner role.

Our commitment to you:

• Start every journey with a conversation to understand your goals
• Provide honest feedback on your fit in the job market
• Use our network to match you to your perfect position
• Take a holistic approach - career satisfaction is more than just salary
• Cover the whole of the UK with a local touch
• Never pester you