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

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

Experience and Skills

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

Benefits

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

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!