Junior Paraplanner

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Job Overview

The Junior Paraplanner position is a superb opportunity for professionals in the financial planning sector. This role is offered by Recruit UK, a recognized Certified B Corporation, which signifies their commitment to social and environmental performance alongside profit. Situated in the vibrant city of Bath, Somerset in the southern region of England, this position is forward-thinking and caters to individuals ready to make a significant leap in their financial careers.

Employer Information

Recruit UK stands out for their dedication not only to client service but also to creating an exceptional work environment. As a Certified B Corp, they are held to rigorous standards of social and environmental accountability, which is reflected in their corporate culture. They emphasize their commitment to employee well-being and offer an extensive package of benefits designed to support their team members in both their personal and professional lives.

Position Details

The Junior Paraplanner role is primarily aimed at candidates who have at least two years of relevant experience. The successful candidate may come from a background in an independent advice firm and should possess a broad array of product knowledge. The firm is actively seeking individuals who are passionate about advancing their careers in financial planning while contributing positively within a team setting.

Daily Responsibilities

The Junior Paraplanner will take part in various essential tasks, which include:

• Conducting comprehensive research and analysis on financial products and funds.
• Preparing thorough cashflow forecasts and financial plans tailored to client needs.
• Drafting fund switch documents, client correspondence, and illustrations.
• Engaging with product providers and third-party organizations to facilitate smooth processes.
• Assisting senior Paraplanners and Financial Advisers as needed to ensure effective client consultation and support.

Required Skills

Candidates should satisfy several conditions to be considered for the Junior Paraplanner position:

• Ideally hold a Level 4 Diploma in Financial Planning or be actively pursuing this qualification.
• Demonstrate a sound technical grasp of financial planning principles.
• Possess previous experience in conducting research and writing reports tailored to financial services.
• Have a working knowledge of the Financial Services industry and ideally, previous experience in a similar role.

Salary and Benefits

The compensation for the Junior Paraplanner position ranges from £26,000 to £32,000 annually, showcasing a competitive salary that reflects the industry standards. In addition to the base salary, the position offers a range of appealing benefits:

• Hybrid working model: Work two days in the office and three days from home, promoting flexibility and work-life balance.
• Generous holiday policy of 25 days plus bank holidays, with an additional day accrued for every year of service—capping at 28 days—and an option to buy or sell holiday days as needed.
• A significant 4x salary death-in-service benefit, offering peace of mind for employees and their families.
• A 5% employer pension contribution to help enable future financial security.
• Private Medical Insurance coverage that underscores commitment to employee health and well-being.
• A workplace environment that includes well-being spaces designed to provide a relaxing and welcoming atmosphere.
• Various voluntary benefits such as gym memberships, technology plans, health screenings, and a cycle scheme for sustained health and wellness.

Conclusion

In summary, the Junior Paraplanner position with Recruit UK in Bath, Somerset represents an excellent opportunity for those entering or advancing in the financial services field. With an appealing salary structure, robust benefits, and a supportive work environment that values employee well-being, it’s an enticing option for job seekers with the necessary background and a desire to grow in the financial planning sector. This role not only provides a platform for professional development but also connects you to a company dedicated to enhancing the operational environment for all its employees.

This job offer was originally published on jooble.com