Junior Paraplanner (Bath)

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