One of our Assistant Paraplanners is about to step into a full paraplanning role and another member of the crew is heading off on maternity leave. For most firms, that would mean: “Hire quickly, get someone trained, cross fingers.” For us, it means something different. It means we have the chance to do what we love doing most: develop talented people and help them build a real career in paraplanning.

Why we’re hiring

A few years ago, we started taking on apprentices. Not because we were desperate for bodies, but because we believed – and still believe – that paraplanning is a craft worth learning properly, and that the right person, with the right support, can thrive in this work.

We’ve put three people through paraplanning apprenticeships. We’ve watched them grow from “I don’t know what a suitability report is” to “I can build a proper plan and explain it clearly to a client.” One of them is stepping into a full paraplanning role in a couple of months. That’s not something that happens by accident – it happens when you invest in people, give them real work to do, and genuinely support them as they learn.

Now we have space to do it again.

What we’ve learned about training paraplanners

The first thing we discovered: the right person matters more than the background.

We’ve trained people from different career backgrounds. What they had in common wasn’t qualifications – it was care. They cared about doing things properly. They asked good questions. They wanted to learn. They were genuinely interested in helping people make better financial decisions.

The second thing: paraplanning is more interesting than most people think.

If you’re working in-house for one adviser, you get deep knowledge of their business and their clients. That’s valuable. But if you’re an outsourced paraplanner – especially in a small, values-led firm – you see everything. You work with couples saving for retirement, parents planning for school fees, business owners thinking about succession, and people navigating loss or life changes. You help advisers spot gaps in a plan, research complicated products, and draft documents that actually make sense to real people. You learn what good planning looks like by seeing the full spectrum.

That variety – that exposure to so many different lives, goals, problems and solutions – is a kind of education you can’t get any other way. And it’s what makes paraplanning, done well, genuinely interesting work.

Who we’re looking for

We want to keep doing what we do best: delivering beautiful work, supporting advisers, and caring about outcomes. And we want to keep doing what we love: developing people and helping them build careers they’re proud of. So we’re hiring a Trainee Paraplanner. Someone who might be completely new to financial services. Someone who might be coming from another career entirely. Someone who wants to learn a craft, be part of a team, and do work that matters.

What matters is that you:

• Care about doing things properly, not taking shortcuts

• Like working with words and detail

• Are genuinely interested in learning

• Want to be part of a team that supports each other

• Are organised and methodical

• Have some experience in a professional or workplace setting (any sector)

We’re looking for people who might be making a career change. People who are returning to work. People from admin roles who want to progress. People in financial services who want to move into paraplanning.

What we’re not looking for: people who see this as a stepping stone to becoming a financial adviser (we don’t have that path), or people who want a fast corporate career ladder. This is a role for someone who wants to develop real expertise in paraplanning and build something long-term.

What we offer

Remote working, so you can build your career on your own terms. Flexible hours – full-time or part-time, compressed weeks, school-friendly days, whatever works for your life. All your exam fees paid, and study time protected. Ongoing support so you’re never left to “just figure it out.” A team that genuinely cares about each other and about doing good work.

And most importantly: a real chance to develop as a paraplanner, working alongside people who are passionate about what they do, learning from real cases and real clients, building a skillset that will serve you for the rest of your career.

Ready to apply?

If this sounds like somewhere you’d like to work, we’d love to hear from you.

Head over to the full job description to find out more, including salary, benefits and how to apply.

Or if you’d just like a chat first – to ask questions, find out what it’s really like to work at Navigatus, or just see if this feels right – drop us an email at work@navigatus.co.uk. We’re friendly.