Trainee Paraplanner

Reference: AL1083

Derby, working from home up to 3 days per week is an option
Salary £22,000 to £28,000 dep on experience and qualifications + benefits

My client offers quality independent financial advice to private clients and business and they now have a fantastic new opportunity for an experienced and motivated Trainee Paraplanner to join their team.   Full support will be provided towards gaining your CII level 4 Diploma qualification with incremental salary increases upon each exam pass.

The scope and duties of the role will be dependent on your experience but as a minimum you will be:

  • Preparing post annual review follow up letters to clients
  • Working on Bed & ISA research and suitability reports
  • Working on Bed & Pension research and suitability reports
  • Producing research and preparing suitability reports for top ups to existing business

About you:

To be successful you will have:

  • The willingness and aptitude to progress through CII qualifications to Diploma level (existing CII qualifications are desired but not essential)
  • Minimum 2 years experience within Financial Services
  • Knowledge and experience of investments and pensions (protection and mortgage knowledge is desired but not essential)
  • Strong communication skills


  • CII exam support and pay increases for CII exam passes
  • Hybrid working up to 3 days per week working from home and a minimum of 2 days per week at the Derby office
  • Salary £22,000 to £28,000 dependent on experience and qualifications
  • Generous pension contributions and Group Life Assurance cover
  • Opportunity to progress your career into Paraplanning and beyond

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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