Junior Wealth Advisor Assistant

2 days ago


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

This is an exciting opportunity for a Graduate Junior Paraplanner to join a successful financial planning firm based in Winchester. As a junior paraplanner, your primary responsibilities will include conducting research and analysis, creating financial plans, and communicating with clients.

To succeed in this role, you will need a degree in a related subject, strong technical skills, and excellent communication and numeracy skills. We provide full training, making this a great opportunity for those new to Financial Planning.

Estimated salary for this role is around £30,000 per annum, depending on location and experience. Additional benefits include full exam and study support, free parking at the office, and a company pension contribution.

About Us

As a Certified B Corp™, we pride ourselves on providing expert guidance to high-net-worth clients and helping them achieve their financial goals. If you are a driven and motivated individual looking to start your career in Financial Planning, we encourage you to apply.



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