Trainee Paraplanner

Location: Hybrid in Birmingham, Carlisle, Chester, Exeter, Leeds or London, United Kingdom

Company

hirify.global is a UK-based wealth management business providing discretionary investment management, financial advice, investment platforms, and multi-asset investment solutions.

What you will do

• Support the preparation of suitability reports, financial planning documentation, and client recommendations.
• Research and analyse solutions across pensions, investments, protection, retirement, and estate planning.
• Gather, review, and maintain client information for advice processes.
• Use internal systems and technology to maintain records and produce accurate documentation.
• Work with Financial Planners, Administrators, Compliance teams, and other stakeholders to deliver client outcomes.
• Attend training and pursue professional qualifications while developing paraplanning expertise.

Requirements

• Strong numerical, analytical, problem-solving, and communication skills.
• Excellent attention to detail, organisation, prioritisation, and ability to meet deadlines.
• Ability to understand, interpret, and apply technical information.
• Confidence using technology and business systems, including Microsoft Word, Excel, and Outlook.
• Strong team-working skills and a professional, responsible approach.
• Working towards or committed to achieving the Level 4 Diploma in Financial Planning or an equivalent qualification.

Nice to have

• Experience in financial services administration or financial planning support.

Culture & Benefits

• Structured training, mentoring, and practical development opportunities.
• 26 days of holiday, equivalent to 182 hours.
• Non-contributory company pension scheme with the option for additional personal contributions.
• Private medical insurance, life assurance at four times salary, and income protection.
• Employee incentive scheme and flexible benefits for UK employees.
• Inclusive workplace focused on integrity, learning, collaboration, and professional growth.