Trainee Paraplanner
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Position Overview & Specifications
We are recruiting for a Trainee Paraplanner to join a very successful and growing Practice of St. James’s Place Wealth (SJP) Management based on the outskirts of Derby, in Brailsford.
Role overview
This is an opportunity to join one of the most recognisable wealth management practices in the Midlands. They have a enviable track record of developing people in a structured and rewarding manner, delivering long tern career progression.
Working as part of a larger team, the Trainee Paraplanner will be supporting Wealth Managers in delivering a first-class service to their client bank. The role will initially include tasks such as monitoring initial applications, analysing data received from providers and processing illustrations for the Paraplanning Department. Your attention to detail and technical skills will allow you to process information effectively and accurately, whilst displaying a professional attitude at all times.
The successful candidate will be given full support by the Practice plus the backing of a FTSE 100 company in a structured development programme to achieve their Diploma qualification. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career as a Paraplanner within Wealth Management.
Role content
The Trainee Paraplanner role will compile of a mix of Technical and Administrative duties including (but not exclusively) the following:
- Collate, evaluate and process information received (both internal and external)
- Perform critical yield calculations to determine plan viability
- Create illustrations in line with Adviser recommendations
- High level liaison between providers and clients where necessary
- Perform case analysis to highlight omissions prior to handover to Paraplanning department
- Preparation of Suitability Reports for Advisers to summarise the outcome of client review meetings
- Maintain the Quality of Documentation standards set out by the company
- General supporting administration
Person requirements
- Previous experience of working within professional or financial services sector (no previous paraplanning experience required)
- Have commenced the pathway to Diploma qualification
- Excellent attention to detail and strong technical skills
- Ability to manage own workload
- Desire and commitment to progress personally within financial services
- Articulate, numerate and able to maintain the highest degree of integrity and confidentiality
- Able to work under pressure and meet specific time deadlines
- Strong team player with a can-do attitude towards the daily challenges of a busy practice
- Strong technical / analytical skills
- High level of computer literacy, including Microsoft Word, Excel and Outlook
- Highly numerate (maths skills)
Additional information
- Salary: £22-28K (depending on experience and qualifications) starting salary.
- Qualifications: Support to complete the Diploma in Financial Planning. There shall be incremental salary increases upon successful completion of individual qualifications.
- Bonus: Discretionary based on overall business and individual performance.
- Location: Brailsford, Derby (DE6 3)
- Hours of work: 9.00am – 5.00pm Monday to Friday (once fully trained, option to work from home for 2 days a week)
- Holiday entitlement: 20 days per annum, plus bank holidays (increases over time)
- Pension: Generous pension provided.
To apply for this excellent opportunity, please apply online.
Job Types: Full-time, Permanent
Salary: £20,000.00-£28,000.00 per year
Benefits:
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Performance bonus
Application question(s):
- Have you completed at least one of the RO exams towards the level 4 diploma in financial planning (a requirement for the role)?
Work Location: In person
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: General
Based on transatlantic hiring benchmarks for Trainee Paraplanner roles across Your Resourcing Partner's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to General.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £20,000 - £28,000 bracket, including retirement vesting and health parity.
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