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Junior Paraplanner

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Salary

£28,000 - £34,000

Location

Cardiff

Job Type

Job Title: Junior Paraplanner


Industry: Financial Planning


Location: Cardiff


Salary: £28,000 – £34,000


Job Reference: 9275


Job Description:

 

Recruit UK are working on a Junior Paraplanner role in Cardiff with a Financial Planning company.

 

Are you currently working as an IFA Administrator but wanting to take that next step in to Paraplanning?

 

Perhaps you are currently in a junior Paraplanning role but not feeling fulfilled or been given enough training/support?

 

If this resonates with you then we have the perfect next new role! Our client is a highly successful Financial Planning company who specialise in tailored advice for clients across South Wales and the South West. As they continue to expand and grow their back office team, they are looking to bring on a Junior Paraplanner, to bridge the gap between the admin and PP team.


Duties will include but not limited to: 

  • Supporting with suitability report writing
  • Gathering information following client meeting, new and existing
  • General administration duties such as letters of authority and updating the back office system


Benefits:

  • Competitive salary of Up to £34,000
  • Discretionary bonus
  • Hybrid working
  • 25 days annual leave
  • Xmas closure
  • 5% pension contribution
  • Private medical insurance
  • Structured career progression and development


Skills and experience required:

  • Experience working in a Financial Planning firm
  • Ideally experience working in an IFA Admin role or Junior Paraplanner position
  • Working towards, or wanting to complete, the Level 4 Diploma


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning company, looking for a Junior Paraplanner Role.


Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. 
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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Charlotte Evans

Principle Consultant & Assistant Manager

[email protected]

07399 163960

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Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
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Redcliffe,
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contact us at [email protected]
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GDPR Compliance Officer
Recruit UK Limited
1 Victoria Street,
Redcliffe,
Bristol,
BS1 6AA

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
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Wilmslow
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Any changes will be made available on our website recruitukltd.co.uk

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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
[Join]

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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