Job Opportunity: Junior Paraplanner at Recruit UK | Certified B Corp

Are you currently in a Junior Paraplanner position and seeking the next step in your financial planning career?

Recruit UK, a Certified B Corp, is recruiting for a Junior Paraplanner role with a progressive wealth management firm based in Bath. They prefer candidates with at least 2 years’ experience, especially those with a background in an independent advice firm and broad product knowledge.

This growing financial services firm offers wealth management, mortgages, and employee benefits, and values a positive working culture with numerous well-being benefits.

Key Responsibilities:

• Conduct research and analyze products and funds
• Complete cashflow forecasts and financial plans
• Prepare fund switch documents, client letters, and illustrations
• Liaise with product providers and third parties
• Assist Paraplanners and Financial Advisers

Requirements:

• Ideally Level 4 Diploma in Financial Planning, or working towards it
• Strong technical understanding of financial planning
• Experience in research and report writing
• Knowledge of the Financial Services industry
• Previous experience in a similar role

Additional Details:

• Salary up to £32,000
• Hybrid working: 2 days in the office, 3 days remote
• 25 days holiday + bank holidays, with options to buy or sell holiday
• 4x Salary Death in Service benefit
• 5% employer pension contribution
• Private Medical Insurance
• Well-being spaces and a supportive working culture
• Voluntary benefits: gym membership, tech, health screenings, cycle scheme

Job Details:

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Administrative