Junior Paraplanner

Are you an experienced Financial Administrator looking to progress into Paraplanning?

Recruit UK are working on a Junior Paraplanner position for an experienced Administrator with a knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm.

This firm are a growing financial services firm who offer wealth management, mortgages, and employee benefits, and they are looking for an experienced Paraplanner to join the team. This firm have invested heavily in their working culture and environment, offering a long list of well-being focused benefits in the interest of their employees.

Day to day duties would include:

• 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
• Assist Paraplanners and Financial Advisers

Requirements:

• Experience working as an IFA/ Wealth Management Administrator
• Knowledge of the Financial Services industry
• Proficient in databases and relevant software

Benefits:

• A salary of up to £28,000
• Hybrid working, 3 days in the office with 2 at home
• 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme
• 4x Salary Death in Service
• 5% employer pension contribution
• Private Medical Insurance
• Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
• Voluntary benefits including gym membership, tech, health screenings and cycle scheme

If this role is of interest to you please apply now and one of our consultants will be in touch if you are successful. If you haven’t been contacted in 7 days please note you have been unsuccessful.