Junior Paraplanner

RecruitUK; Wincanton; Hybrid; GBP 30,000 - 50,000; Part time

Benefits offered by this job

Flexible working

Career progression opportunities

Supportive team environment

Job summary

A forward-thinking financial planning company in Wincanton is seeking a Junior paraplanner. This role allows for flexible or part-time working and offers a positive work environment focused on growth. Responsibilities include understanding client financial situations, undertaking technical research, and preparing for meetings. Ideal candidates will have experience in a similar role, strong problem-solving skills, and the ability to work well under pressure. Competitive salary based on experience.

Qualifications

• Experience in a similar administrative or paraplanning role.
• Ability to handle technical questions and financial analysis.
• Great interpersonal skills for client interaction.

Responsibilities

• Understand client financial situations and propose solutions.
• Conduct technical research and prepare agendas for meetings.
• Attend client meetings and take minutes.

Skills

Numerate and can analyse statistics

Good understanding of compliance issues

Problem-solving skills

Technical analytical work

Friendly and team-oriented

Works well under pressure

Job description

Are you looking for a company that will allow you to grow and be a vital part of their continued success? Would you like the opportunity for flexible or part-time working?!

Recruit UK are working on an excellent opportunity for a Junior paraplanner in Wincanton, North Somerset, to join a forward-thinking financial planning company.

What’s in it for you:

A work-family feeling, a team that is passionate, fun and driven to your growth. They want to make a positive difference in the life of each client and employee, dealing specifically with UHNW clients they are looking for presentable, approachable and hard-working individuals to join the team.

Competitive salary, dependent on experience. Excellent opportunities for career progression to match your career aims and ambitions. And the opportunity for part-time or flexible working!

The role:

• Understanding the client’s financial situation and making proposals for their planners
• Undertake technical research and financial analysis to allow planners to identify suitable solutions for the client (will receive training on this if not completed this before)
• Preparing and creating agendas for clients meetings
• Attending client meetings and writing minutes
• Using cash flow modeling to prepare a lifestyle financial plan
• Answering technical questions, be the go-between clients and Planners
• Preparing suitability letters

Skills and experience required:

They’re looking for a likeminded Administrator/paraplanner that has experience in a similar environment.

• Numerate and can analyse statistics
• Good understanding of compliance issues
• Problem-solving skills
• Undertake technical analytical work inc cash flow forecasting and investment analysis
• Friendly and works well as a part of a team
• Works well under pressure and ensures deadlines are met

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 are pleased to be working with a forward-thinking financial planning company based in Wincanton 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.