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Permanent

Junior Paraplanner

Farnborough
money-bag 34000.00-34000.00 Annual
3139678677
Posted 1 week ago

RecruitUK is working with 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 RoleAssisting 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 SkillsPrevious 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 reportsEager to learn and keen to develop a career in paraplanningExperience with an industry relevant CRM / back-office systemBenefitsCompetitive salary up to £38,000Hybrid working after probationAttractive pension schemeDeath in service cover25 days annual leave plus bank holidays + birthday off (buy/sell scheme)Flexible benefits packageExam SupportIf you''ve ..... full job details .....

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