Junior Paraplanner

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Job Overview

The position of Junior Paraplanner is being offered by Recruit UK, a certified B Corporation. This role is ideal for individuals seeking to advance their career in financial planning within a dynamic and progressive wealth management firm located in Bath, Somerset. The candidate needs to have at least 2 years of experience in a similar role, preferably with a background in an independent advice firm.

Responsibilities

The daily tasks for a Junior Paraplanner include:

• Conducting research and analysis of various financial products and funds.
• Completing cashflow forecasts and financial plans.
• Preparing client-facing documents such as fund switches, illustrations, and letters.
• Liaising with product providers and third parties to facilitate client needs.
• Assisting senior Paraplanners and Financial Advisers with operational tasks.

Required Skills

To qualify for this role, candidates should possess the following skills and qualifications:

• Ideally hold a Level 4 Diploma in Financial Planning, or be actively working towards it.
• Strong technical understanding of financial planning principles.
• Previous experience in conducting research and report writing.
• A solid knowledge of the Financial Services industry.
• Prior experience in a professional role that aligns with the expectations of a Junior Paraplanner.

Salary and Benefits

The salary for this position is competitive, with a range of £26,000 to £32,000 per annum, depending on experience and qualifications. The company provides a variety of employee benefits, promoting a strong work-life balance and well-being, which include:

• Hybrid working arrangement—2 days in the office and 3 days working from home.
• 25 days of holiday plus bank holidays, with an additional day granted for each year of service, up to a total of 28 days, as well as options to buy or sell holiday days.
• Death in service benefit of 4x the salary.
• Contribution of 5% from the employer towards pension.
• Comprehensive private medical insurance.
• A work environment focused on well-being, including dedicated spaces in the office for relaxation and wellness initiatives.
• Voluntary benefits such as gym memberships, access to technology schemes, health screenings, and a cycle scheme.

Company Culture

The hiring firm is noted for its investment in a positive working culture and environment, illustrating their commitment to employee wellness. Building a workplace that emphasizes health and comfort, they strive to ensure that every member of the team feels valued and engaged.

Location

The role is based in the city of Bath, Somerset, which offers a vibrant community and a rich blend of history and modern amenities. Working in this picturesque area can enhance the overall work experience.

Conclusion

This role presents an excellent opportunity for an aspiring financial planning professional to step into a supportive firm known for its ethical practices and commitment to employee development. If you meet the necessary qualifications and are eager to take the next step in your career with Recruit UK, consider applying for this Junior Paraplanner position.

This job offer was originally published on jooble.com