About Truly Independent

Founded in 2010, Truly Independent Ltd is a firm of experienced Independent Financial Advisers.

We are strong believers that everyone should have access to financial advice that is not governed or influenced by others. We have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for our clients. We work in partnership with our clients to meet financial aspirations and recognize the importance of providing long-term ongoing assistance and guidance.

About the role

This is an exciting new opportunity for an individual with some experience in the Financial Advice or Wealth Management Industry to join our new and developing team as a Trainee Paraplanner. Working in our Private Clients department, this new role will support the clients of retired IFA’s from our UK wide National business Truly Independent Ltd.


The scope and duties of the role will be dependent on your experience but as a minimum you will be:

  • Preparing annual review updates and correspondence for clients.
  • Producing research and preparing suitability reports for new and existing business.
  • Carry out technical research as part of the review process, including liaising with providers and collating information on investments, pensions and other products.
  • Maintaining client database and core systems.

Knowledge & Experience required

  • Good standard of education including English and Maths, grade C (equiv) or above at GCSE.
  • CII qualifications desirable.
  • Knowledge of Microsoft Word, Teams, Excel, Outlook & back office systems.
  • Experience within Financial Services with knowledge and experience of investments, pensions, protection & mortgages.
  • Team Player with the ability to also work on own initiative.
  • High attention to detail with a flexible approach to duties, self-motivated and proactive.
  • Excellent interpersonal communication skills, both written, verbal and on the telephone.
  • Calm under pressure with a pleasant manner.
  • Professional and Enthusiastic attitude.

Career progression

The successful candidate will be required to commit to a program of study with the LIBF to achieve a Diploma in Paraplanning (DipPP).

Successful completion of this programme will attain the status of Customer Service Manager and the opportunity for a higher salary.


Salary ranges from £23,000 to £25,000 + benefits

Full training to Level 4 qualification

Working from Head Office in Carlisle 35.25 hours per week.

How to apply

If this Trainee Paraplanner role is of interest, please apply by sending an up to date CV to recruitment@trulyonline.co.uk. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

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