£30,000 + Benefits
Are you an aspiring Junior Paraplanner with a passion for delivering exceptional client support? If you're seeking a professional yet friendly environment where your skills will be valued and developed, offering genuinely exciting career progression, this could be the role for you.
We're recruiting on behalf of a highly respected Wealth Management firm for a talented Junior Paraplanner to join their growing team. This is a fantastic opportunity to be part of a business that prides itself on client care, technical excellence and a collaborative culture.
As a Junior Paraplanner, you'll play a pivotal role in supporting Advisers and Partners, helping to deliver tailored financial planning solutions across investment, retirement, tax and estate planning.
Key Responsibilities
- Analysing client requirements, building cash flow models, and recording data accurately.
- Researching and evaluating financial products to create bespoke solutions.
- Preparing suitability reports, review packs, and client documentation.
- Attending client meetings and handling queries with professionalism and discretion.
- Liaising with colleagues to ensure application forms, reports, and client files are prepared to the highest standard.
- Supporting and mentoring junior team members where required.
Skills & Experience
- Interest in paraplanning within an IFA or wealth management environment.
- A finance-related degree.
- An interest in working towards a Diploma Level 4 PFS qualification, if not already achieved
- Some technical knowledge across pensions, investments and estate planning.
- Skilled in cashflow modelling tools (e.g. Voyant) and confident producing suitability reports.
- Highly organised, numerate, and an excellent communicator with strong client-facing skills.
- Calm under pressure, a team player, and enthusiastic about helping clients achieve their financial goals.
This is a fantastic opportunity to join a respected, forward-thinking Wealth Management practice, where you'll enjoy a supportive team environment with ongoing development and training, a competitive salary and benefits package and exposure to high-quality clients and complex financial planning cases.
If you're ready to bring your ambition, drive and client focus to a firm where your contribution will be genuinely valued, we'd love to hear from you. Apply now!
