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Junior Paraplanner

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Salary

£25,000 - £28,000

Location

Mansfield

Job Type

Job Title: Junior Paraplanner

 

Industry: Wealth Management

 

Location: Mansfield

 

Salary: £25,000 – £28,000

 

Job Reference: 8515

 

Job Description:

Are you an experienced Financial Administrator looking to progress into Paraplanning?

 

Recruit UK is working on a Junior Paraplanner position for an experienced Administrator with knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm.

 

This firm is a growing financial services firm that offers wealth management, mortgages, and employee benefits, and they are looking for an experienced Paraplanner to join the team. This firm has invested heavily in its working culture and environment, offering a long list of well-being-focused benefits in the interest of its employees.

 

Day-to-day duties would include:

  • Conducting research, and analysis of products and funds
  • Complete cashflow forecasts and financial plans
  • Preparing fund switch, client letters, and illustrations
  • Liaise with product providers and third parties
  • Assist Paraplanners and Financial Advisers

 

Requirements:

  • Experience working as an IFA/ Wealth Management Administrator
  • Knowledge of the Financial Services industry
  • Proficient in databases and relevant software

 

Benefits:

  • A salary of Up to £28,000
  • Hybrid working, 3 days in the office with 2 at home
  • 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme
  • 4x Salary Death in Service
  • 5% employer pension contribution
  • Private Medical Insurance
  • Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
  • Voluntary benefits include gym membership, tech, health screenings and a cycle scheme

 

If this role is of interest to you please apply now and one of our consultants will be in touch if you are successful. If you haven’t been contacted in 7 days please note you have been unsuccessful.

 

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 Wealth Management Firm in Mansfield on a Junior Paraplanner role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job 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.

 

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Chloe Jermyn

Chloe Jermyn

Recruitment Consultant

[email protected]

07399163964

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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.
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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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