Junior Paraplanner

RecruitUK is working with established and growing financial planning firm and they’re looking to hire a Junior Paraplanner to join their team in Farnborough. You’ll be working closely with Financial Advisers, providing technical support across research, report writing, and compliance processes.

The Role

\n
• Assisting with the preparation of suitability reports, financial plans, and cashflow modelling based on client information and adviser guidance
\n
• Carrying out research into financial products, investment solutions, and technical planning areas
\n
• Supporting the production of accurate, professional client reports and recommendations
\n
• Liaising with clients by phone and in person where required
\n
• Assisting advisers with meeting preparation and providing technical administrative support
\n
• Supporting the implementation of advice, including completing and processing applications
\n

Experience and Skills

\n
• Previous experience in an IFA Administration or Junior Paraplanning role
\n
• Progress towards the Level 4 Diploma in Regulated Financial Planning (one exam minimum)
\n
• Some exposure to report writing or supporting the production of suitability reports
\n
• Eager to learn and keen to develop a career in paraplanning
\n
• Experience with an industry relevant CRM / back-office system
\n

Benefits

\n
• Competitive salary up to £38,000
\n
• Hybrid working after probation
\n
• Attractive pension scheme
\n
• Death in service cover
\n
• 25 days annual leave plus bank holidays + birthday off (buy/sell scheme)
\n
• Flexible benefits package
\n
• Exam Support
\n

If you’ve been looking for a step up into paraplanning, and a company that values your contribution, this could be the role for you.

Get in touch today to find out more!