Blakemore Recruitment

Trainee Paraplanner - Office Based Location: London, N16 Salary: £40,000 - £45,000 (depending on experience and qualifications) Contract: Permanent, Full-Time The Opportunity We are recruiting on behalf of a highly regarded financial planning firm for a Trainee Paraplanner to join their London team. This role is an excellent opportunity for someone with a background in financial services who is looking to develop their technical expertise and progress within paraplanning. This is an office-based role , providing regular exposure to Financial Advisers, clients, and colleagues, ensuring you gain the practical experience and support you need to progress. Key Responsibilities Preparing and maintaining client files and compliance documentation. Conducting product and market research, cash flow analysis, and portfolio reviews. Drafting suitability reports and tailored financial plans. Supporting the annual review process and attending client meetings. Assisting with the smooth implementation of client recommendations. Keeping up-to-date with financial planning, taxation, legislation, and FCA requirements. Candidate Profile Minimum 2 years' experience in paraplanning or financial services support. Progressing towards the Level 4 Certificate in Paraplanning (at least 2 CII exams completed). Strong technical knowledge across pensions, ISAs, trusts, IHT planning, and compliance. Excellent written and verbal communication skills. Highly organised with strong attention to detail and the ability to prioritise workloads. Professional, client-focused, and a team player. What's on Offer Competitive salary of £40,000 - £45,000 (depending on experience). Office-based role offering hands-on support and collaboration. Support towards professional qualifications and career progression. Opportunity to join a values-driven, ethical, and forward-thinking financial planning team.