Trainee Paraplanner Full Time NEW

90156

Location

Leeds

Salary

£28,000 – £35,000 Per Annum

Employment Type

Permanent

• Location: Leeds, North Yorkshire
• Type: Permanent
• Job #90156
• Salary: £28,000 – £35,000 Per Annum

Trainee Paraplanner (Progression from Senior Administrator)

Leeds – Financial Planning Firm

A respected, client?focused financial planning firm in Leeds is looking to hire an ambitious individual who wants to build a long?term technical career in wealth management. This opportunity offers a clear, structured pathway from Senior Administrator into a Trainee Paraplanner role, supported by strong internal development and a collaborative team culture.

The Opportunity

This position suits someone organised, motivated, and eager to deepen their technical knowledge. You will begin as a Senior Administrator, supporting a high?performing Partner and working within an established support structure. As your skills grow and you progress through your Level 4 Diploma, you will transition into a Trainee Paraplanner role.

Senior Administrator Responsibilities

• Deliver high?quality administrative support to a Partner and wider team.
• Prepare and process client documentation, valuations, and reports.
• Maintain accurate client records and uphold compliance standards.
• Liaise with clients, providers, and internal teams to ensure smooth workflow.
• Manage a busy workload with accuracy and professionalism.
• Work alongside two experienced administrators within a supportive environment.

Progression to Paraplanner

Once You Demonstrate Strong Technical Understanding And Are At Least Halfway Through Your Level 4 Diploma, You Will Move Into a Trainee Paraplanner Position, Gaining Exposure To

• Suitability report writing and technical research.
• Planning analysis and preparation for client meetings.
• Mentorship from an experienced Paraplanner who is progressing into an Adviser role.
• Deeper knowledge of pensions, investments, tax, and financial planning strategies.

Long?Term Career Path

The Firm Supports Both

• Career Paraplanners – those who want to become technical specialists.
• Future Advisers – those who may wish to advise later. (Adviser progression is considered after 1–2 years in Paraplanning and is based on business need and performance.)

What They’re Looking For

• Experience in financial services administration (ideally wealth management or financial planning).
• Strong organisational skills and ability to work under pressure.
• Confident communicator who can work closely with senior stakeholders.
• Quick learner with excellent attention to detail.
• Motivated to achieve the Level 4 Diploma (or already studying).
• Proactive mindset and genuine interest in technical development.

What You’ll Gain

• A structured pathway into Paraplanning.
• Direct mentorship and hands?on technical development.
• Support toward Level 4 Diploma.
• Exposure to complex cases and high?quality financial planning work.
• A collaborative, supportive team environment.
• Long?term career progression within a respected Leeds?based firm.