Junior Paraplanner

Job Title: Junior Paraplanner

Industry: Financial Planning

Location: Cheltenham

Salary: up to £40,000 (DOE)

Job Reference: 10411

Job Description:

Are you an IFA Administrator, looking to step into a Paraplanning role?

Or perhaps you are already working in a Junior Paraplanner role and wanting to work for a smaller, more supportive financial planning firm?

Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join an IFA practice in Cheltenham. This family run firm have built a highly successful business, offering tailored advice to clients across the Gloucester region. They now have the capacity to bring someone on and can provide full training and support to progress you into a Paraplanning role, if you aren't there already.

You do need to have experience working in an IFA firm to qualify.

Duties of the Junior Paraplanner:

• Supporting with suitability reports following annual reviews
• Researching products suitable for individual client needs
• Supporting with cashflow modelling
• Working closely alongside the admins and other paraplanners

Benefits:

• Competitive and flexible salary depending on experience
• Hybrid working
• Flexible working hours is required
• Exam funding and support
• 5% pension contribution
• 25 days annual leave
• On site parking
• Friendly and supportive working environment

Skills and experience required of the Junior Paraplanner:

• Experience working in an IFA/FA practice essential
• Passion to progress into paraplanning, if not there already
• Excellent communication both written and verbal
• Working towards, or desire to complete, level 4 Diploma

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 an IFA firm, looking for a Junior Paraplanner.