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- Tasks: Join as a Junior Paraplanner, conducting research and assisting in financial planning.
- Company: A reputable Independent Chartered Financial Planning firm in Winchester.
- Benefits: Salary starts at £30,000, with full training and career progression opportunities.
- Why this job: Kickstart your finance career with expert guidance and a supportive team culture.
- Qualifications: Degree in Finance, Investment, or Economics; eagerness to learn and strong communication skills required.
- Other info: No prior experience needed; just bring your passion for finance!
The predicted salary is between 24000 - 42000 £ per year.
Job Title: Graduate Junior Paraplanner
Industry: Wealth Management
Location: Winchester
Salary: £30,000 (Negotiable)
Job Reference: 9436
Job Description:
An excellent opportunity has arisen for a graduate to join a successful financial planning firm based in Winchester as a Junior Paraplanner. The firm is prepared to offer full training to the right candidate, meaning no prior experience in Financial Planning is required—just the right attitude and willingness to learn.
Our client is a long-established Independent Chartered Financial Planning firm that are proud to be providing expert guidance to clients. Known for their commitment to Financial Planning, they have built an excellent reputation for serving high-net-worth clients and helping them achieve their financial goals through tailored planning solutions.
Duties will include but not limited to:
- Conducting research, and analysis of products and funds
- Complete cashflow forecasts and financial plans
- Liaise with clients
- Shadowing Independent Financial Adviser
- Portfolio management
- Attending client meetings
- Writing suitability reports
- Assist Paraplanners and Financial Advisers
Benefits :
- Salary from £30,000 (negotiable dependent on experience)
- Full exam and study support
- Company pension contribution
- Opportunity to kickstart Financial Planning career
- Long term career progression – can support progression through to Financial Planner
Skills and experience required:
- Degree in a related subject e.g. Finance, Investment, Economics
- Technical minded
- Must be eager to learn and develop
- Excellent communication skills
- Attention to detail
- Ability to work as a team, and independently
- Excellent numeracy skills
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Winchester on a Junior Paraplanner role.
Graduate Wealth Management 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 Graduate Wealth Management
✨Tip Number 1
Research the company thoroughly. Understand their values, mission, and the specific services they offer in wealth management. This knowledge will help you tailor your conversations during interviews and show your genuine interest in the firm.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with people who can provide insights about the role and potentially refer you to opportunities within the firm.
✨Tip Number 3
Prepare to discuss your eagerness to learn and develop in the field of financial planning. Think of examples from your academic or personal experiences that demonstrate your commitment to growth and your ability to work both independently and as part of a team.
✨Tip Number 4
Familiarize yourself with basic financial concepts and terminology. Even though no prior experience is required, having a foundational understanding of finance will help you stand out as a candidate who is ready to dive into the role.
We think you need these skills to ace Graduate Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences related to finance, investment, or economics. Emphasize your eagerness to learn and any teamwork experiences that showcase your ability to work independently and collaboratively.
Craft a Strong Cover Letter: Write a cover letter that reflects your passion for financial planning and your motivation to join the firm as a Junior Paraplanner. Mention specific reasons why you are interested in this role and how your background aligns with the company's values.
Highlight Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application that demonstrate your ability to communicate effectively, whether through previous work experiences, academic projects, or extracurricular activities.
Show Attention to Detail: In your application, pay close attention to detail. Ensure there are no spelling or grammatical errors, and format your documents professionally. This will reflect your ability to produce high-quality work, which is crucial in wealth management.
How to prepare for a job interview at Recruit UK | Certified B Corp™
✨Show Your Eagerness to Learn
Since the firm is willing to provide full training, it's crucial to express your enthusiasm for learning and developing in the field of financial planning. Share examples of how you've embraced new challenges in the past.
✨Demonstrate Your Technical Mindset
Highlight your technical skills and analytical abilities during the interview. Be prepared to discuss any relevant coursework or projects from your degree that showcase your capability to conduct research and analysis.
✨Communicate Clearly and Effectively
Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, and be ready to explain complex concepts in a way that is easy to understand.
✨Prepare Questions About the Role
Show your interest in the position by preparing thoughtful questions about the Junior Paraplanner role and the firm's approach to financial planning. This demonstrates your proactive attitude and genuine interest in the company.
