Location: Deeside
Hours: Monday to Thursday 8:30am - 4:30pm, Friday 8:30am - 3pm
Salary: Up to £30,000 Basic w/ excellent benefits + progression opportunities
An excellent opportunity to join a dynamic and growing financial advisory firm based in Deeside, dedicated to providing expert financial planning and wealth management services to individuals, families, and businesses.
They are now looking for a Trainee Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients.
Role Overview:
This is a unique opportunity for an aspiring or developing Paraplanner to join an established financial services business in Deeside. Unlike a traditional paraplanning role, this position does not require market research or product analysis, as the business utilises an in‑house system that generates suitability reports based on client data.
Alongside paraplanning support, the role incorporates some IFA Administration responsibilities, such as sending and chasing Letters of Authority (LOAs), ensuring smooth client onboarding, and supporting advisers with general admin tasks.
The successful candidate will also be expected to travel to events and exhibitions 1-2 times per month, representing the business professionally and supporting advisers during these events.
About You:
This role would suit someone who is already working towards, or is interested in pursuing, the Level 4 Diploma in Regulated Financial Planning.
Experience in financial services in either an IFA Admin or Junior Paraplanner role.
Strong attention to detail and a proactive approach to problem solving.
Excellent written and verbal communication skills.
Ability to work independently and manage multiple tasks efficiently.
Willingness to travel across the UK as part of the role (1-2 times per month).
The benefits of this role include:
Outstanding training and development opportunities including industry qualifications
Full training and support given
Work in a friendly environment with happy and loyal customers
20 days holiday + shutdown between Christmas and New Year + Bank Holidays
If this is a role that you would be interested in applying for then please email your CV to
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Salary description
£30000.00 - £30000.00 per year