Junior Paraplanner

RecruitUK is working with established and growing financial planning firm and they’re looking to hire a Junior Paraplanner to join their team in Farnborough. You’ll be working closely with Financial Advisers, providing technical support across research, report writing, and compliance processes. The Role • Assisting with the preparation of suitability reports, financial plans, and cashflow modelling based on client information and adviser guidance • Carrying out research into financial products, investment solutions, and technical planning areas • Supporting the production of accurate, professional client reports and recommendations • Liaising with clients by phone and in person where required • Assisting advisers with meeting preparation and providing technical administrative support • Supporting the implementation of advice, including completing and processing applications Experience and Skills • Previous experience in an IFA Administration or Junior Paraplanning role • Progress towards the Level 4 Diploma in Regulated Financial Planning (one exam minimum) • Some exposure to report writing or supporting the production of suitability reports • Eager to learn and keen to develop a career in paraplanning • Experience with an industry relevant CRM / back-office system Benefits • Competitive salary up to £38,000 • Hybrid working after probation • Attractive pension scheme • Death in service cover • 25 days annual leave plus bank holidays + birthday off (buy/sell scheme) • Flexible benefits package • Exam Support If you’ve been looking for a step up into paraplanning, and a company that values your contribution, this could be the role for you. Get in touch today to find out more!