Job Title: Paraplanner
Industry: Financial Services
Location: Bath
Salary: £26,000 - £32,000
Reference Number: 9634
Are you in a Junior Paraplanner position and looking for the next step in your financial planning career?
Recruit UK is working on a Paraplanner position with a progressive and forward-thinking wealth management firm based in Bath. They are looking for individuals with no less than 2 years’ experience. It would be desirable if you also have a background in an independent advice firm with a broad range of product knowledge.
This firm is a growing financial services firm that offers wealth management, mortgages, and employee benefits, and they are looking for a Junior Paraplanner to join the team. This firm has invested heavily in its 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 with:
· 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:
· Ideally Level 4 Diploma in Financial Planning, or working towards
· Sound technical understanding of financial planning
· Previous experience with conducting research and report writing
· Knowledge of the Financial Services industry
· Previous experience working in a similar role
Benefits:
· A salary of up to £32,000
· Hybrid working, 2 days in the office with 3 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