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- Tasks: Prepare reports and support financial planning recommendations in a dynamic environment.
- Company: Join a supportive Wealth Management team focused on lifestyle financial planning.
- Benefits: Enjoy a competitive salary, flexible hours, and professional development support.
- Other info: Work in a detail-oriented role with opportunities for growth and learning.
- Why this job: Kickstart your career with clear progression and hands-on experience in financial planning.
- Qualifications: Experience in Wealth Management and progress towards Level 4 Diploma required.
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 employer: Rubicon Recruitment
Contact Detail:
Rubicon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨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 passion for learning! During interviews, share examples of how you’ve pursued professional development. We love candidates who are eager to grow and adapt in a supportive environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for motivated individuals ready to take the next step in their careers.
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Junior Paraplanner role. Highlight any relevant experience in Wealth Management and your progress towards the Level 4 Diploma.
Craft a Compelling Cover Letter: Use your cover letter to showcase your motivation for learning and your desire to grow within the financial planning sector. Let us know why you’re excited about this opportunity and how you can contribute to our team.
Showcase Your Technical Knowledge: Since this role involves technical research and detailed analysis, be sure to mention any specific knowledge you have regarding pensions, investments, and retirement planning. We love seeing candidates who are detail-focused!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
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 eager to grow.
✨Be Detail-Oriented
This job 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 Smart Questions
Prepare thoughtful questions about the company’s approach to lifestyle financial planning and their support for professional development. This shows you're genuinely interested and have done your homework.