We are working with a well-established Independent Financial Planning firm based in Cheltenham who are looking to recruit a motivated and organised Junior Paraplanner to join their growing team.
This is an excellent opportunity for someone with experience in financial services who is looking to develop their technical knowledge and build a long-term career in paraplanning.
Working closely with Financial Advisers and the wider support team, you will play an important role in the financial planning process, assisting with research, report preparation, client reviews and the delivery of high-quality financial advice.
The ideal candidate will be proactive, organised, have excellent attention to detail and a genuine desire to learn and develop within the profession.
Key Responsibilities:
- Preparing meeting packs and supporting documentation for Financial Advisers.
- Supporting client annual reviews, including portfolio summaries and report preparation.
- Assisting with suitability reports and financial planning recommendations.
- Conducting product, provider and fund research.
- Assisting with cashflow modelling and financial planning calculations.
- Carrying out basic tax calculations and assessments.
- Liaising with clients, providers and colleagues to obtain information and progress cases.
- Keeping up to date with industry developments, legislation and regulatory changes.
- Providing technical and administrative support to Financial Advisers and the wider team.
- Supporting other tasks as required throughout the financial planning process.
Skills & Experience Required:
- Minimum of 2 years' experience within financial services, ideally in an IFA or financial planning environment.
- Good understanding of pensions, investments and financial planning products.
- Strong organisational skills and the ability to manage competing priorities.
- Excellent attention to detail and analytical skills.
- Good written and verbal communication skills.
- Confident using Microsoft Office, including Word, Excel and Outlook.
- Proactive approach, with the ability to work independently and as part of a team.
- Positive attitude and willingness to learn and develop professionally.
- Commitment to ongoing professional development.
- Desirable Experience & Qualifications
- Working towards, or having completed, some examinations towards the CII Level 4 Diploma in Regulated Financial Planning.
- Previous experience supporting Financial Advisers or Paraplanners.
- Experience using Intelligent Office (IO) or other financial planning systems.
- Knowledge of specialist investments, including VCTs and EIS.
- Experience assisting with suitability reports, financial research or cashflow modelling.
What's on Offer?
- Salary of £28,000 – £35,000, depending on experience and qualifications.
- 25 days' annual leave plus bank holidays.
- 5% employer pension contribution.
- Death in Service benefit following successful completion of probation.
- Financial support towards relevant professional examinations.
- Ongoing training and professional development.
- Genuine opportunities for career progression.
- Opportunity to be rewarded based on company performance and growth.
Supportive working environment within an established and growing financial planning firm.
Interested?
If you have at least 2 years' experience within financial services and are looking to take the next step towards becoming a Paraplanner, we'd love to hear from you.
Apply today or get in touch to find out more about this opportunity.
