Financial Planning Associate

4 days ago


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

We are seeking a highly motivated and detail-oriented Graduate to join our financial planning team as a Junior Paraplanner.

The ideal candidate will have a degree in a related subject, such as Finance or Economics, and be eager to learn and develop their skills.

The role will involve conducting research, analyzing products and funds, and creating cashflow forecasts and financial plans.

You will work closely with experienced Independent Financial Advisers and have the opportunity to attend client meetings and gain valuable experience.

We offer a competitive salary of £30,000 (negotiable), full exam and study support, and a company pension contribution.

If you are a team player with excellent communication and numeracy skills, we would love to hear from you.



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