Job Description

Hours of work:

10:00am - 6:30pm Monday - Thursday, 9:30am - 4:30pm Friday

Website:

Job Type:

Permanent

Salary:

25,000 with generous commission structure.

Trainee Paraplanner - Kickstart Your Career at Waddle Insurance

Are you ready to start a career that grows with you? Do you thrive in a fast-paced environment and have the drive to learn, develop, and succeed through expert, ethical advice? Waddle Insurance is looking for ambitious individuals to join our Trainee Paraplanner programme, the first step on a rewarding journey toward becoming a fully qualified, high-performing Protection Adviser.

Why Waddle?

At Waddle, we don't just offer jobs, we offer careers. Our success is built on putting clients in demonstrably better positions through comprehensive, fully-advised solutions. You'll be supported every step of the way, benefiting from consistent, dedicated training and mentorship from senior leaders. You'll be part of a structured pathway designed to help you reach your full earning potential while upholding the highest standards of client care and regulatory compliance.

Your Role - Trainee Paraplanner

As a Trainee Paraplanner, you will be crucial to driving results and generating positive client outcomes for the advisory team. This will be achieved by:

Being the first point of contact for inbound clients, qualifying their needs and actively helping them understand the value of a tailored protection review. Completing detailed fact-finds and gathering essential financial and medical information to build a robust case for the Protection Adviser. Confidently building rapport by professionally communicating and understanding client needs, overcoming queries, and tailoring your responses to secure next steps. Supporting Protection Advisers by providing accurate and fully-qualified client information, directly contributing to positive client outcomes and sales. Applying knowledge gained from our extensive training to gradually take on more responsibilities. Expertly managing internal CRM and external provider software to ensure maximum efficiency, accurate data recording, and effective workload management.
You will also focus on personal growth, learning to manage your workload independently, consistently exceeding key performance indicators (KPIs), and developing the assertive professionalism and accountability expected at Waddle.

Our Culture & Expectations

At Waddle, our culture is built on positivity, teamwork, and ambition. As a Trainee Paraplanner, we expect you to:

Bring a competitive, results-driven mindset with a clear focus on progressing into a high-earning role. Be confident, highly resilient, and eager to chase down and exceed targets. Take full ownership of your performance. Contribute to a supportive, high-performing, and ambitious sales team environment. Embrace feedback and use challenges as opportunities to grow. Demonstrate professionalism, maturity, and accountability in all you do.

Training & Development

We invest heavily in your development:

Structured, milestone-driven training programmes. Practical, hands-on learning to prepare you for Adviser responsibilities. Regular coaching, feedback, and support to track your progress. Opportunities to shadow senior colleagues and prepare for promotion.

Career Progression

Our clear career pathway is designed to help you succeed:

Trainee Paraplanner - Develop your skills and knowledge while supporting Protection Advisers. Protection Adviser - Progress after approximately 3 months with consistent performance and mastery of your role. Senior Protection Adviser & Beyond - Explore opportunities in Business Protection, Leadership, and advanced advisory roles.

Your Success = Our Success

Your performance directly impacts Waddle's success, and we reward ambition:

Competitive salary combined with a commission structure that is designed to reward high achievers who drive results. Clear targets and measurable growth opportunities. Supportive environment where initiative and accountability are recognised. Comprehensive training that integrates product knowledge with expert communication and consultative sales techniques. Regular one-to-one coaching and progress tracking. Transparent pathways for promotion and professional growth. A supportive, ambitious, and positive team culture.
If you are motivated, career-driven, and ready to embrace a challenging and rewarding opportunity of putting clients in better financial positions, this is your chance to join Waddle Insurance and start your journey to becoming a future Protection Adviser.

About Waddle

Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, we've built a strong reputation within the insurance sector for delivering a trusted, high-quality service.

Our commitment to doing the right thing has earned industry-wide recognition, including Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & General's 2025 Business Awards, and Cover's Excellence in Customer Service Award - achievements that reflect the expertise, professionalism, and values of our team.

Over the past seven years, we've continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals. At Waddle, we believe that our people are our greatest asset. That's why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. You'll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05.

Our Culture

We've built a workplace culture that's collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing.

Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!).

What to Expect When You Join Us

Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments. Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date. Enjoy an exciting career path, with clear opportunities to progress into senior roles. Contribute to live projects and make an impact from day one. Join a social and active workplace that genuinely cares about employee wellbeing.

Why Work for Us

At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful.

Here's what you can look forward to:

Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan. Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high. Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company. Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company.
Job Types: Full-time, Permanent

Pay: From 25,000.00 per year

Benefits:

Company events Discounted or free food Health & wellbeing programme On-site gym
Work authorisation:

United Kingdom (preferred)
Work Location: In person