At a Glance
- Tasks: Support Financial Advisers with research, report writing, and compliance processes.
- Company: Established financial planning firm with a focus on growth and development.
- Benefits: Competitive salary, career development opportunities, and supportive team environment.
- Other info: Dynamic role with opportunities for learning and professional growth.
- Why this job: Kickstart your career in finance while making a real impact on clients' financial futures.
- Qualifications: Experience in IFA Administration or Junior Paraplanning and progress towards Level 4 Diploma.
The predicted salary is between 30000 - 40000 £ per year.
RecruitUK is working with an established and growing financial planning firm and they’re looking to hire a Junior Paraplanner to join their team in Farnborough. You’ll be working closely with Financial Advisers, providing technical support across research, report writing, and compliance processes.
The Role
- Assisting with the preparation of suitability reports, financial plans, and cashflow modelling based on client information and adviser guidance
- Carrying out research into financial products, investment solutions, and technical planning areas
- Supporting the production of accurate, professional client reports and recommendations
- Liaising with clients by phone and in person where required
- Assisting advisers with meeting preparation and providing technical administrative support
- Supporting the implementation of advice, including completing and processing applications
Experience and Skills
- Previous experience in an IFA Administration or Junior Paraplanning role
- Progress towards the Level 4 Diploma in Regulated Financial Planning (one exam minimum)
- Some exposure to report writing or supporting the production of suitability reports
- Eager to learn and keen to develop a career in paraplanning
- Experience with an industry relevant CRM / back-office system
We think you need these skills to ace Junior Paraplanner in Hampshire
Technical Support
Research Skills
Report Writing
Compliance Processes
Suitability Reports Preparation
Financial Planning
Cashflow Modelling
