Job Description
Job Title: Junior Paraplanner
Industry: Financial Planning
Location: Cheltenham
Salary: £35,000 - £45,000 (DOE)
Job Reference: 10235
Job Description:
Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm near Cheltenham.
Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Junior Paraplanning who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. This role is perfect for someone with a couple of RO exams done and either IFA Admin experience, or some Paraplanning exposure.
Duties:
- Support the technical paraplanners with suitability reports
- Support with product research post meeting
- Support with cashflow modelling
- Liaising with clients and product providers
- Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
- Highly competitive salary of up to £45,000 (depending on exp and quals)
- Discretionary bonus scheme
- Hybrid working
- 6% pension contribution
- 25 days holiday
- Birthday off
- Buy and sell scheme
- Private medical insurance
- 4x DIS
- Progression opportunities available if interested
- Exam funding and support to continue qualifications
Skills and experience required:
- Working towards your Level 4 diploma (at least 2 RO exams completed)
- Experience working in a Financial Planning firm in some capacity
- Desire to pursue a career in paraplanning
