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Due to an internal promotion, our client is seeking a Junior Paraplanner with the aspiration to achieve Chartered Financial Planner status. You will be sponsored with exam material and exam entry through to Level 4 diploma qualification.
Role Purpose: Supporting Financial Advisors by assisting with the preparation of client reports, financial plans, investment strategies and ensuring compliance with industry regulations. This role offers opportunities to develop skills in financial planning, client servicing, and technical analysis while contributing to the overall success of the team.
- Guildford area
- Up to £35,000 (DOE)
- Study sponsorship
- Monday - Friday, 9am - 5pm
- 100% office based
Job Description:
- Collaborate closely with Advisors to help clients achieve their financial goals, identifying key areas of effective Financial Planning and sourcing appropriate solutions to meet clients’ needs and expectations.
- Develop financial plans using models to support decision-making.
- Ensure asset allocation aligns with clients' risk profiles.
- Prepare compliant reports, suitability letters, and manage client files.
- Assist in client reviews, updating cash flow models and investment performance.
- Gather information for comparisons and analysis, and support tax calculations.
- Prepare for and participate in client meetings.
- Stay updated on industry compliance standards.
Person Specification:
- University Degree graded 2:1 minimum.
- GCSE Maths and English, graded B or above.
- Aspiration to become a Chartered Financial Planner.
- Familiar with major research systems (Analytics, Voyant).
- Experience with IHT/investment products and up-to-date regulatory knowledge.
Skills & Behaviours:
- Ability to transpose information accurately.
- Strong numeracy, attention to detail, and accuracy.
- Comfortable with templated Suitability Letters and dealing with third parties.
- Organised, with excellent communication and Microsoft Office skills.
- Time management and the ability to handle multiple tasks.
- Positive, team-oriented, and client-focused.
- Delivers high-quality, timely work with minimal supervision.
- Supports collaboration to achieve goals.
- Embraces change and uses new methods to solve problems.
- Committed to continuous learning.
- Clear and effective in conveying ideas.
- Provides excellent service and experience for clients.
Benefits:
- 25 days holiday + bank holidays
- Breakfast and lunch provided
- Pension
- Regular company events
- Onsite parking
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
