Graduate Wealth Management

2 days ago

Winchester, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Graduate Junior Paraplanner

Industry: Wealth Management

Location: Winchester

Salary: £30,000 (Negotiable)

Job Reference: 9436

Job Description:

An excellent opportunity has arisen for a graduate to join a successful financial planning firm based in Winchester as a Junior Paraplanner. The firm is prepared to offer full training to the right candidate, meaning no prior experience in Financial Planning is required—just the right attitude and willingness to learn.

Our client is a long-established Independent Chartered Financial Planning firm that are proud to be providing expert guidance to clients. Known for their commitment to Financial Planning, they have built an excellent reputation for serving high-net-worth clients and helping them achieve their financial goals through tailored planning solutions.

Duties will include but not limited to:

  • Conducting research, and analysis of products and funds
  • Complete cashflow forecasts and financial plans
  • Liaise with clients
  • Shadowing Independent Financial Adviser
  • Portfolio management
  • Attending client meetings
  • Writing suitability reports
  • Assist Paraplanners and Financial Advisers

Benefits:

  • Salary from £30,000 (negotiable dependent on experience)
  • Full exam and study support
  • Company pension contribution
  • Opportunity to kickstart Financial Planning career
  • Long term career progression – can support progression through to Financial Planner

Skills and experience required:

  • Degree in a related subject e.g. Finance, Investment, Economics
  • Technical minded
  • Must be eager to learn and develop
  • Excellent communication skills
  • Attention to detail
  • Ability to work as a team, and independently
  • Excellent numeracy skills


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 Advice firm based in Winchester on a Junior Paraplanner role.

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