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Antony George

Clairville York is a successful growing financial planning business based in Cheam, Surrey. They deliver holistic financial planning to a wide range of clients including individuals, companies and trusts.

Continued success & growth means that they now have a vacancy for an additional Trainee Paraplanner. They have a structured, although not too structured, training and development programme, at the end of which you will be a qualified Paraplanner. 

This is an excellent route to a career as a Paraplanner or a Financial Planner with genuine room for growth and career progression.

Duties and responsibilities

Your main duties will include (but not be limited to):

  • Product research
  • Technical research
  • Writing advice reports
  • Assisting in recommendations
  • Creating financial plans
  • Attending client meetings

What does the successful candidate look like?

The successful candidate could be a University Graduate, or School Leaver with very good grades, ideally with 1-2 years’ work experience in financial services. You must be numerate and articulate as written and spoken language skills are essential. A keen eye for detail is also essential. You should have good IT skills including a knowledge of Excel and Word and must be able to work independently, once trained, and manage your workload to deadlines.  It would be a plus if you have started professional qualifications.

A Financial Administrator who would like to progress into Paraplanning would also be an excellent candidate for the role.

Salary & Benefits:

The successful candidate will receive a basic salary of £24,000 – £30,000.

Other benefits include:

  • Support & Funding towards relevant industry exams
  • Pension scheme
  • Healthcare and life cover
  • A bonus scheme

This is a rare opportunity to join a growing team where the remuneration structure rewards results, in both examinations and personal development.

Location: Sutton

Experience (Essential):  1-2 years financial services experience

Type of role: Full Time, Permanent

If you have any questions or would prefer to have a conversation prior to submitting an application, please contact Lee Old on 07932 374 109 or alternatively send him an email to


    • Job type: Permanent
    • Location: Sutton
    • Date posted:
    • Salary:£24000 - £30000