Junior Paraplanner - North/Midlands - £26k-£28k

£26,000 - £28,000 yearly
  • Recruit UK
  • Hybrid (Newcastle-under-Lyme, UK)
  • 01/05/2024
Full time Paraplanner

Job Description

Job Title: Junior Paraplanner

Industry: Financial Services

Location: Newcastle-Under-Lyme

Salary: £26,000 - £28,000

Job ref: 8957

Job Description:

Do you have experience in financial planning and are looking to leap into a more technical role?

Seeking a workplace where your potential isn't just recognized but actively nurtured?

This firm has redefined financial planning, with a focus on personal connections and empowerment. They prioritise accountability and proactive engagement, ensuring they offer tailored guidance and support. Their approach goes beyond industry standards, they build genuine relationships, understanding preferences, and life milestones to create plans that empower their clients. They are passionate about not just knowing their client’s money – but knowing them personally.

This company's robust ethos extends beyond client relationships; it strives to empower its staff, share expertise, and foster their growth to unlock their full potential.

As a junior paraplanner, you will learn from more senior members of the team, giving you the ability to prepare and implement recommendations.

Undergoing a period of sustained growth, the team has ambitious plans – making it an incredibly exciting time to join.

What is on offer?

  • Salary up to £26,000 (dependent on skill set and experience).
  • Opportunity to earn bonus.
  • Flexible working arrangements.
  • Early finishes on a Friday.
  • Fantastic culture & collaborative environment.
  • Comprehensive exam support.
  • Continued progression opportunities.

Skills and experience required:

  • Experience working within a financial planning firm and a good understanding of what a financial planning administrator is.
  • Engaged in their learning and becoming the best version of themselves.
  • Strong general IT skills.
  • Excellent communication skills.