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- Tasks: Prepare reports and support financial planning recommendations in a dynamic environment.
- Company: Join a supportive Wealth Management firm focused on your professional growth.
- Benefits: Enjoy a competitive salary, flexible hours, and exam support for your career development.
- Other info: Clear progression opportunities into a fully-fledged paraplanning role.
- Why this job: Deepen your technical knowledge and make a real impact in lifestyle financial planning.
- Qualifications: Experience in Wealth Management and a desire to learn and grow professionally.
The predicted salary is between 35000 - 40000 £ per year.
Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you’re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career.
Benefits
- Salary up to £40,000
- 10% employer pension contribution
- Flexible working hours with work from home options
- Free on-site parking
- Holiday buy-back scheme
- Exam and study support after probation
- Clear progression into a fully-fledged paraplanning role
- Supportive, professional working environment
- Exposure to lifestyle financial planning within Wealth Management
Responsibilities
- Preparing suitability reports and supporting financial planning recommendations
- Conducting technical research across pensions, investments, and retirement planning
- Assisting with cashflow modelling and detailed client analysis
- Maintaining accurate client records in line with regulatory standards
- Liaising with product providers and internal stakeholders to progress cases
Qualifications & Experience
- Experience within a regulated Wealth Management administration or paraplanning environment
- Progress towards the Level 4 Diploma
- A strong technical understanding of pensions, investments, and retirement planning
- A structured, detail-focused approach to work
- A positive mindset with a clear desire to learn and develop professionally
If you’re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we’d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.
Junior Paraplanner in England employer: Rubicon Recruitment
Contact Detail:
Rubicon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Junior Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Dive into pensions, investments, and retirement planning topics. We want you to feel confident discussing these areas, as they’re crucial for the role!
✨Tip Number 3
Showcase your eagerness to learn! During interviews, highlight your motivation for professional development and how you plan to progress within the company. We love seeing candidates who are passionate about growth.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see your CV and help you take that next step in your career as a Junior Paraplanner.
We think you need these skills to ace Junior Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience in wealth management and your progress towards the Level 4 Diploma. We want to see how your skills match what we're looking for!
Show Your Passion for Learning: In your application, let us know about your motivation to learn and grow in the financial planning field. Share any examples of how you've pursued knowledge or skills in the past – we love seeing that enthusiasm!
Be Precise and Detail-Focused: Since this role requires a structured approach, make sure your application reflects that. Keep it clear, concise, and free from errors. We appreciate attention to detail, so show us you’ve got it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Rubicon Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're serious about the Junior Paraplanner role.
✨Show Your Passion for Learning
Since this role is all about progression and development, be ready to share examples of how you've pursued learning opportunities in the past. Whether it's courses, certifications, or self-study, let them know you're motivated to grow.
✨Be Detail-Oriented
This position requires a structured and detail-focused approach. During the interview, highlight your attention to detail by discussing specific instances where your meticulousness made a difference in your work.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to lifestyle financial planning and the support they offer for professional development. This shows you're genuinely interested in the role and eager to contribute.