• Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    £20000 - £22000 per annum + benefits and market leading bonus

  • Contact:

    David Elders

  • Contact email:


  • Job ref:


  • Expiry date:


  • Start date:


  • Consultant:

    David Elders

Trainee Financial Planning Technician
Up to £22,000 basic plus excellent benefits and bonus

We are looking to recruit an ambitious, hard working individual from a degree qualified background who would be interested in forging a long term career within the financial planning sector. This is a superb opportunity to take those first steps within a technical support role for a top Financial Planning organisation

The opportunity is a structured programme where you will combine "on the job" practical experience within all aspects of financial planning support and administration whilst simultaneously studying for your Diploma level 4 qualifications. The aim is that at the end of the programme you will be fully qualified to Dip level 4 and be well on the way to a full paraplanning role including technical report writing and research of various financial advice products including investments and pensions. This is a great opportunity to develop your career in a notoriously difficult industry to break into.

What we are looking for from you:

Ideally you will have some form of financial services experience, whether that's within financial advice firms, pensions consultancies, banking or FS networks. You will also have a strong educational background. You will have a genuine passion for the financial services and advice industry and be able to articulate why you want to commit your career to become a fully fledged paraplanner with all the future opportunities that would then offer you. You will be eager, ambitious, hard working and be able to balance the responsibilities of practical learning alongside the commitment to acquire the relevant industry qualifications.

On offer is a very competitive starting salary plus fantastic company benefits package, bonus and incredible career prospects.

If you are interested and match the criteria above please don't hesitate to apply or contact David Elders at Search Consultancy to discuss in more detail.