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- Tasks: Join us as a Junior Paraplanner, conducting research and preparing financial plans.
- Company: Be part of a progressive wealth management firm in Bath, focused on employee well-being.
- Benefits: Enjoy hybrid working, generous holiday, private medical insurance, and wellness perks.
- Why this job: Advance your financial planning career in a supportive, innovative environment with a strong culture.
- Qualifications: Ideally hold a Level 4 Diploma in Financial Planning and have relevant experience.
- Other info: Work in a welcoming office with well-being spaces and a focus on personal development.
The predicted salary is between 26000 - 32000 £ per year.
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:
- 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
Locations
Junior Paraplanner employer: Recruit UK | Certified B Corp™
Contact Detail:
Recruit UK | Certified B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated, which is crucial for a role like Junior Paraplanner.
✨Tip Number 3
Prepare to discuss your previous experience in conducting research and report writing during the interview. Be ready to provide specific examples of how you've successfully completed similar tasks in your past roles.
✨Tip Number 4
Show enthusiasm for the company's focus on employee well-being and culture. Research their benefits and be prepared to discuss how you value a positive working environment, as this aligns with their company ethos.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise any specific skills related to conducting research, report writing, and knowledge of the Financial Services industry.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience in independent advice firms and how it aligns with the company's values and culture.
Highlight Relevant Qualifications: If you have a Level 4 Diploma in Financial Planning or are working towards it, make sure to mention this prominently. Also, include any other relevant certifications or training that demonstrate your commitment to the field.
Showcase Your Soft Skills: In addition to technical skills, highlight your soft skills such as communication, teamwork, and problem-solving abilities. These are crucial for liaising with product providers and assisting Paraplanners and Financial Advisers.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning concepts and products. Be prepared to discuss specific examples from your experience that demonstrate your technical skills, especially in research and report writing.
✨Demonstrate Your Research Skills
Since the role involves conducting research and analysis, be ready to talk about your approach to gathering information. You might even want to prepare a brief case study or example of a financial product you researched in the past.
✨Highlight Your Teamwork Experience
This position requires liaising with Paraplanners and Financial Advisers, so emphasise your ability to work collaboratively. Share examples of how you've successfully worked within a team to achieve common goals in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, the team you'll be working with, and their approach to financial planning. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
