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Job Title: Junior Paraplanner
Industry: Financial Services
Location: Christchurch
Salary: £28-34,000
Reference Number: 9532
Job Description: Junior ParaplannerRecruit UK are working on an excellent opportunity for a Junior Paraplanner within the Christchurch area to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.
The Role includes: Junior Paraplanner
- Report writing - you will learn all aspects of the business and become a valued member of the team and continue to progress with industry-based exams.
- You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
- The role requires an individual to provide support to financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.
What’s in it for you: Junior Paraplanner
- Competitive Salary up to £34,000 + excellent benefits
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension *after age 22
- Death in Service
- Training and support towards industry recognised certifications
Skills and experience required: Junior Paraplanner
- Ability to build strong working relationships with both IFAs, and the rest of the team.
- Previous experience of working within a similar role within a financial services business minimum 1-3 years
- Working towards Level 4 Diploma
- Understanding of the Financial Planning process
- Good IT skills • Good report writing skills
- Experience in writing complex and detailed reports for cases
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets
- Proficient knowledge of Pensions and retirement planning, Investments, tax planning and regulation within the financial services industry.
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 leading Financial Advice Company based in Burnley on a Junior Paraplanner 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.
