Administrator / Trainee Paraplanner

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Director/Senior Recruitment Consultant - Financial Services - South West & Wales

A well-established, boutique independent financial planning firm based in rural Hampshire is looking to recruit an Administrator / Trainee Paraplanner to join their friendly and professional team.

This is an excellent opportunity for someone with a genuine interest in financial planning who is looking to build a long-term career within the industry, with full training, mentoring and exam support provided.

About the Business

This is a successful, owner-managed financial planning firm providing holistic, client-focused advice to individuals and families. The business prides itself on high standards, strong client relationships and delivering a truly personal service.

With a small, close-knit team of around six staff, the firm offers a supportive, inclusive environment where employees are genuinely invested in and developed. They have an excellent reputation for training and progressing staff internally, with previous team members successfully advancing into Paraplanner and Chartered Financial Planner roles.

The Role

• Working as part of the support team, this is a hands-on, varied position that will involve both general administration and entry-level paraplanning duties. You will work closely with the Managing Director, Financial Planners and clients on a daily basis.
• This role has been specifically designed as a development opportunity, with structured training from day one.

Key responsibilities will include:

• General financial planning and office administration
• Supporting Financial Planners with client onboarding and servicing
• Assisting with basic paraplanning tasks and report preparation
• Maintaining client records and liaising with providers
• Communicating with clients in a professional and friendly manner

Training & Development

• Comprehensive 6-month training programme upon joining
• Ongoing coaching, mentoring, and on-the-job learning
• Full support to study towards the Diploma in Financial Planning (Level 4)
• Study support, exam fees covered, and study days provided
• Clear, proven progression pathway into Paraplanning and Adviser roles

Candidate Profile

This role would suit:

• A Financial Services Administrator looking to move into paraplanning
• A graduate with a strong interest in financial planning

You will be:

• Ambitious, motivated, and keen to learn
• Highly organised with strong attention to detail
• Comfortable working as part of a small, collaborative team
• Genuinely interested in developing a career within financial planning
• Basic salary up to £35,000, depending on experience and qualifications
• Company benefits
• Full exam and study support for professional qualifications

The offices are based in a rural location near Alton / Bordon, Hampshire. Due to the location, access to a car is likely to be beneficial.

Why Apply?

• Receive exceptional training and long-term career support
• Friendly, professional and supportive working environment
• This is a rare opportunity to join a business that genuinely invests in its people and offers a clear, supported pathway into a professional financial planning career.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales, Customer Service, and Finance

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