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Junior Paraplanner

Recruit UK
Closing date
16 Feb 2022

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Contract Type
Full Time
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Job Title: Junior Paraplanner

Industry: Financial Services

Location: Bath

Salary: £30,000 - £35,000

Job reference: 15858

Job Description:

Recruit UK are working on an excellent opportunity for a Junior Paraplanner in Bath to join a Financial Planning firm.

Our client is a successful and growing wealth management firm, who has a strong reputation across the UK of providing high quality service. Due to their continued growth, they are looking to expand their paraplanning team and have the capacity to bring on a Junior paraplanner. You will play an integral part of ensuring the team provide an excellent service to the Financial Advisers.

Your role will include:
  • Provide research and analysis of investment funds and financial products
  • Conduct fund research and review asset allocation
  • Complete cashflow forecasts
  • Prepare financial plans, ensuring clients objectives are met
  • Preparing fund switches and encashment letters
  • Liaise with product providers
  • Completing new business sheets
  • Treat all data with confidentiality and ensuring compliance procedures are adhered to

  • Competitive salary of £30,000 - £35,000
  • Full training and development
  • Exam support
  • 25 days holiday, with buy/sell options
  • DIS and 5% pension contribution
  • Private medical insurance
  • Loads of fundraising and social events
  • Discounts for cycle scheme, gym membership, tech etc.

Skills and experience required:
  • Previous experience working in a similar position
  • Working in a research and reporting writing role
  • Ideally used Intelligent Office and FE Analytics
  • Working towards Diploma in Financial Planning
  • Good organizational and planning skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bath on a Junior Paraplanning role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
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