Trainee Paraplanner - Launch Your Career at Waddle
Hours: 10:00am - 6:30pm Monday - Thursday, 9:30am - 4:30pm Friday
Salary: £25,000 + a generous commission structure
Job Type: Full time, Permanent
Website: www.waddle.co.uk
Build a Career Where Advice and Results Go Hand in Hand
Are you confident speaking to people, naturally determined, ambitious, and motivated to develop a long-term career?
At Waddle, we’re looking for individuals who can combine strong communication skills with a genuine desire to help clients. This is the first step toward becoming a Protection Adviser, where success comes from delivering the right outcomes , not just making sales.
Why Waddle?
At Waddle, we focus on putting clients in demonstrably better positions through tailored, fully advised solutions.
We’ll support you with:
- Structured training and ongoing development
- Close mentorship from experienced advisers
- A clear, achievable progression pathway
- A performance-driven environment that still prioritises putting customers first
You’ll be part of a team where quality advice and strong results go together.
Your Role - Trainee Paraplanner
You’ll play a key role in the early stages of the client journey, helping to understand needs and prepare the groundwork for high-quality advice.
You will:
- Speak with inbound & existing clients and build rapport quickly and professionally, ensuring you sell the value of Waddle’s services
- Ask effective questions to understand client circumstances and needs
- Clearly explain the value of a protection review in a way that feels natural and consultative
- Complete accurate fact-finds, gathering financial and medical information
- Support Protection Advisers by preparing well-qualified, high-quality cases
- Handle client queries with confidence and professionalism
- Work toward individual and team performance targets, contributing to overall business success
- Maintain accurate CRM records and manage your workload effectively
This role will develop your ability to guide conversations, build trust, and influence outcomes in the right way.
What We’re Looking For
We’re looking for people who are:
- Confident communicators who enjoy speaking to clients
- Able to educate and allow the advice to speak for itself
- Motivated by progression and personal development
- Comfortable working toward targets and measurable goals
- Resilient, positive, and open to feedback
- Professional, accountable, and team-oriented
- Business Management degree is desirable, demonstrating a strong understanding of business operations and strategy
Previous sales experience is helpful, but not essential, we’re more interested in attitude, communication style, and potential.
Training & Development
We invest heavily in your growth:
- Structured training programme from day one
- Ongoing coaching and feedback
- Practical, hands-on experience with real clients
- Development of both technical knowledge and communication skills
- Career Progression
We offer a clear and achievable pathway:
- Trainee Paraplanner – Learn, develop, and support client cases
- Protection Adviser – Progress once you demonstrate consistent performance and capability, gaining a deeper understanding of products and the protection market
- Senior Adviser & Beyond – Further earning and development opportunities
Progression is based on readiness and performance, not just time served.
Our Culture
We’ve built a culture that is:
- Supportive, ambitious, and team-focused
- Built on doing the right thing for clients
- Focused on continuous improvement and development
- Positive, professional, and collaborative
Ready to Get Started?
If you’re looking for a career where you can develop strong communication skills, build expertise, and progress into an advisory role, we’d love to hear from you.
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.
We're proud to be recognised as one of the UK's leading protection brokerages. Our commitment to exceptional customer outcomes has allowed us to continue to invest in our people with the added bonus of industry recognition.
This year, 8 of our female employees were shortlisted for the Women in Protection Awards, with 4 progressing to become finalists, showcasing the incredible talent we continue to develop and support. We were also recognised at Legal & General's 2026 Business Awards, winning Outstanding Customer Outcome and Hero in the Middle.
2026 isn't the start of our recognition. In 2025, we were awarded Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & General's 2025 Business Awards, and Cover's Excellence in Customer Service Award. These achievements reflect the expertise, professionalism and customer-first values demonstrated by our team every day.
These awards aren't just trophies on a shelf, they're recognition of the culture we've built, our commitment to doing the right thing, and the opportunities we create for our people to thrive, develop and make a real difference every day.
Over the past eight 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 40 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
