Junior Paraplanner
Recruit UK is working with an established Independent Financial Planning firm in Ottery St Mary that is looking for a Paraplanner or Trainee Paraplanner to join its growing team.
The firm provides independent financial advice to a range of private clients, with a particular focus on professionals who require tailored financial planning and wealth management solutions.
This is an excellent opportunity to join a supportive team that places real emphasis on professional development, high-quality client service and building long-term relationships.
Working closely with Financial Advisers, you'll be involved in researching and developing financial planning solutions across investments, pensions, retirement, tax and estate planning.
Whether you're an experienced Paraplanner or looking to take the next step in your career, you'll benefit from a comprehensive induction, training on the firm's systems and processes, and ongoing support with your professional development.
What's in it for you?
- Salary of £28,000 – £50,000, depending on experience
- Flexible working arrangements
- Enhanced employer pension contributions
- 3x salary death-in-service cover
- Group income protection scheme
- Health Cash Plan covering dental, optical and other wellbeing costs
- Employee Assistance Programme
- Employee discounts across retail, entertainment and leisure
- Your birthday off in addition to your annual leave entitlement
- Free on-site parking
- Ongoing training and professional development opportunities
- Supportive working environment with opportunities to progress
The role will involve:
- Working closely with Financial Advisers to understand client objectives and develop suitable financial planning recommendations
- Preparing suitability reports and supporting documentation
- Conducting research across pensions, investments, retirement, tax and estate planning
- Gathering and reviewing client information, ensuring all compliance documentation is accurate and complete
- Liaising with providers and third parties to obtain information and progress cases
- Assisting with cashflow forecasting and tax calculations where required
- Supporting the development of the firm's investment and retirement planning propositions
- Working with solicitors, accountants and other professional advisers where necessary
- Responding to client queries and providing wider technical and administrative support
Skills and experience required:
- Previous experience within Financial Planning, Wealth Management or a related environment would be beneficial
- Experience in paraplanning or financial planning administration
- An understanding of pensions, investments and financial planning products
- Excellent attention to detail and organisational skills
- Confident communication skills and the ability to work closely with Advisers and colleagues
- Willingness to undertake further professional qualifications and training
This is a fantastic opportunity for an experienced Paraplanner or someone looking to develop their career in paraplanning, joining an established firm that genuinely invests in its people and offers the support needed to develop long-term.