Financial Planning Analyst

3 weeks ago


Winchester, Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full time
About the Role

We are seeking a highly motivated Graduate Junior Paraplanner to join our team in Winchester. As a junior paraplanner, you will be responsible for conducting research and analysis of products and funds, creating cashflow forecasts and financial plans, and liaising with clients.

The ideal candidate will have a degree in a related subject, possess technical skills, be eager to learn, and have excellent communication and numeracy skills. We offer full training, so prior experience in Financial Planning is not required.

Salary: £30,000 (negotiable)

Benefits:

  • Full exam and study support
  • Free parking at office
  • Company pension contribution
  • Long term career progression – can support progression through to Financial Planner
About Our Company

Our client is an Independent Chartered Financial Planning firm that provides expert guidance to high-net-worth clients and helps them achieve their financial goals.



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