Trainee Paraplanner

  • Integro Partners Ltd
  • Cannock, Staffordshire
  • Oct 25, 2025
Full time Banking Finance

Job Description

? Junior Paraplanner Cannock (WS11) £30,000 DOE ? Study Support ? 25 Days HolidayWe're on the hunt for a Junior Paraplanner who's sharp, detail-oriented, and ambitious about building a long-term career in financial planning.This is a fantastic opportunity for someone already working in financial services - perhaps as an IFA Administrator or Trainee Paraplanner - who's ready to take that next step.At Concept Financial Services, we're passionate about helping clients achieve financial clarity and confidence. With a team of 6 experienced advisers, you'll play a key part in supporting them to deliver outstanding advice and service. What You'll Be Doing
  • Assisting in the preparation of financial plans, reports, and recommendations
  • Researching investments, pensions, and protection products
  • Drafting suitability reports in line with compliance requirements
  • Working closely with advisers to gather client information and build accurate records
  • Liaising with providers and keeping up-to-date with industry changes
? What We're Looking For
  • Already working in financial services (IFA admin, trainee paraplanner, or similar)
  • Working towards or recently completed Level 4 Diploma in Financial Planning (CII or equivalent)
  • Excellent attention to detail, organised, and proactive
  • Strong written and verbal communication skills
  • Familiarity with financial planning software (e.g. Xplan) is a bonus
? What You'll Get
  • Salary up to £30,000 DOE
  • Full study support to achieve your qualifications
  • A clear progression path (Senior Paraplanner or future Adviser)
  • 25 days holiday + bank holidays
  • Supportive, close-knit team environment
  • Primarily office-based role in Cannock (WS11), with a little flexibility when needed
If you're ready to step up in your career and join a firm where your development is genuinely supported, we'd love to hear from you.