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Trainee Paraplanner

  • Bath
  • Permanent
  • £24,000 - £28,000 + Bonus & Benefits

Job details.

Mbf are working with a boutique Chartered Financial Planning practice to recruit a Trainee Paraplanner. Our client is chartered and fully independent, they are a small but very successful business who have grown organically over the past five years.

Due to this continued growth existing members of staff have progressed; as a result, they are now seeking to recruit a new member of staff. This Trainee Paraplanner position will work within a friendly & professional support team consisting of Trainee Financial Planners, Paraplanners & IFA Administrators. The focus of the role will be to provide comprehensive support to the companies Directors, very successful Financial Planners and clients.

The client is looking to recruit a motivated & ambitious individual who is looking for a long term and successful career within the industry. In order to be considered you should:

  • Have previous Financial Services experience, ideally from a Financial Planning background.
  • Be part way through or will be interested in completing the Diploma in Financial Planning
  • Will have strong attention to detail and excellent commutation skills
  • Be very keen to progress your career within the industry

Within this role you will be expected to accompany the Directors & Financial Planners to client meetings, this will give you hands on client experience and will help to develop your knowledge of the industry and overall skills.

They are committed to personal growth & development of their staff; you will be supported for all market exams to Diploma and Chartered. The client will pay for study material, exams and offer study leave.

On offer is an excellent overall package including:

  • Basic salary to £28,000
  • Hybrid working after initial training period
  • £1,000 salary increase after every RO exam passed
  • £2,000 increase once Diploma qualified
  • Full exam support with study leave etc
  • An excellent working environment with ongoing training & support

This is an excellent opportunity to join an established business who truly value their staff. You will be joining a friendly & professional team where there will be opportunities to progress into Paraplanning and Advisory in the future.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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