Are you looking for a Junior Paraplanner position and the next step in your financial planning career?
Recruit UK is working on a Paraplanner position with a progressive and forward-thinking wealth management firm based in Bath. They are looking for individuals who are Diploma qualified . It would be desirable if you also have a background in an independent advice firm with a broad range of product knowledge.
This firm is a growing financial services firm that offers wealth management, mortgages, and employee benefits, and they are looking for a Paraplanner to join the team. This firm has invested heavily in its working culture and environment, offering a long list of well-being-focused benefits in the interest of their employees.
Day-to-day duties would include with:
- Conducting research, and analysis of products and funds
- Complete cashflow forecasts and financial plans
- Preparing fund switch, client letters, and illustrations
- Liaise with product providers and third parties
- Assist Paraplanners and Financial Advisers
Requirements:
- Level 4 Diploma in Financial Planning
- Sound technical understanding of financial planning
- Previous experience with conducting research and report writing
- Knowledge of the Financial Services industry
- Previous experience working in a similar role
Benefits:
- A salary of Up to £31,000
- Hybrid working, 2 days in the office with 3 at home
- 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme
- 4x Salary Death in Service
- 5% employer pension contribution
- Private Medical Insurance
- Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
- Voluntary benefits including gym membership, tech, health screenings and cycle scheme