💼 Full-Time Position

Trainee Paraplanner

🏢
Heat Recruitment
📍 Accrington, England, United Kingdom
📍
Location
Accrington, United Kingdom
📅
Posted
June 11, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Location

ACCRINGTON

Salary Competitive TypePermanent WorkplaceOn-Site Ref89743

Recruiter Managing This Role

About the Role


A financial planning firm is seeking a motivated and detail-oriented Trainee Paraplanner to join its financial planning team. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with full training and support toward professional qualifications.


The successful candidate will work closely with experienced Paraplanners and Financial Advisers, supporting the delivery of high-quality, compliant financial advice to clients.


Key Responsibilities


  • Assist in the preparation of suitability reports and financial planning recommendations



  • Research financial products, investment solutions, pensions, and protection policies



  • Analyse client information including assets, liabilit...