Trainee Paraplanner

Heat Recruitment • Chorley, England • Posted June 09, 2026

About the Role

Location

CHORLEY

Salary Competitive TypePermanent WorkplaceOn-Site Ref88917

Recruiter Managing This Role

Trainee Paraplanner Financial Planning Support


We are seeking a motivated Trainee Paraplanner to join a well-established financial planning firm. This is an exciting opportunity for someone looking to start their career in paraplanning and gain hands-on experience in producing high-quality financial planning reports.


Key Responsibilities:


  • Interpret adviser client files to understand client needs and translate these into Financial Planning Reports.



  • Conduct research and analysis to identify suitable providers, products, and investment funds.



  • Liaise with the Technical Team and Compliance Team to ensure accurate, compliant advice preparation.



  • Prepare reports within agreed timescales, ensuring accuracy in spelling, composition, and data entry...