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Job Title: Junior Paraplanner
Industry: Wealth Management
Location: Cheshire
Salary: £30,000 - £35,000 (Negotiable)
Job Reference: 9360
Job Description:
An exciting opportunity has arisen for a Junior Paraplanner to join a thriving financial planning firm based in Alderley Edge, Cheshire.
Our client is a long-established wealth management practice with over 30 years of experience in providing expert guidance to clients. Known for their commitment to independent financial planning, they have built an excellent reputation for serving high-net-worth clients and helping them achieve their financial goals through tailored planning solutions.
Duties will include but not limited to:
- 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
- Annual reviews
- Assist Paraplanners and Financial Advisers
Benefits:
- Salary from £30,000 - £35,000 (negotiable dependent on experience)
- Full exam and study support
- Flexible working hours
- Bonus scheme twice a year
- 30 days holiday + bank holidays.
- Up to 10% pension contribution
- Gym membership
Skills and experience required:
- Previous experience in a Financial Services Administrator role
- Report writing experience
- Good knowledge of FE Analytics and Voyant systems (not essential)
- Excellent communication skills
- Attention to detail
- Ability to work as a team, and independently
- Client liaison experience
- Excellent numeracy skills
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 is pleased to be working with a Financial Advice firm based in Cheshire 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
