About

We’re working in partnership with a respected independent financial planning firm based in the Tees Valley area to recruit a Trainee Paraplanner. This is a fantastic opportunity for someone looking to develop their career in financial services, with full support provided for professional qualifications and long-term career progression. The Company Our client is a well-established, client-centric financial planning firm known for delivering tailored advice and building lasting relationships. With a collaborative team culture and a strong focus on development, they offer a supportive environment for someone eager to grow within the industry. Key Responsibilities Supporting the paraplanning team with research and report writingAssisting in the preparation of financial planning recommendationsLiaising with clients and providers to gather relevant informationMaintaining accurate client records and documentationProgressing toward full paraplanning duties as training develops Ideal Candidate A genuine interest in financial planning and wealth managementStrong attention to detail and organisational skillsExcellent communication skills, both written and verbalProactive and eager to learnEducated to A-Level or degree levelPrevious experience in financial services What’s on Offer Full support toward industry qualifications (e.g. DipPFS)Structured training and mentoringCareer progression within a growing firmFriendly, professional office environment25 days holiday plus bank holidays