Recruit UK
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!
To apply for this job please visit www.reed.co.uk.
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