Pensions Management Graduate

1 week ago


Winchester Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full time €30,000

Job Title: Graduate Junior Paraplanner Industry: Wealth Management
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.
Conducting research, and analysis of products and funds
Complete cashflow forecasts and financial plans
Shadowing Independent Financial Adviser
Portfolio management
Writing suitability reports
Assist Paraplanners and Financial Advisers
Free parking at office
Company pension contribution
Opportunity to kickstart Financial Planning career
Long term career progression – can support progression through to Financial Planner
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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