Graduate Wealth Management

4 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.



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

    Job Description 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...


  • 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...


  • 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...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    At Recruit Wealth Ltd, they strive to deliver exceptional financial planning services to clients across the UK. As a leading national financial planning business, they offer a range of expertise across financial planning, wealth management, investment management, and professional services.This newly created Paraplanner role is located in their Winchester...


  • 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...


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

    Job Title: Graduate Junior Paraplanner Industry: Wealth Management Location: WinchesterSalary: £30,000 (Negotiable) Job Reference: 9436Job 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,...


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

    Job Title: Graduate Junior Paraplanner Industry: Wealth Management Location: WinchesterSalary: £30,000 (Negotiable) Job Reference: 9436Job 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,...


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

    Job Title: Graduate Junior ParaplannerIndustry: Wealth ManagementLocation: WinchesterSalary: £30,000 (Negotiable)Job Reference: 9436Job 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,...


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

    Job Title: Graduate Junior ParaplannerIndustry: Wealth ManagementLocation: WinchesterSalary: £30,000 (Negotiable)Job Reference: 9436Job 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,...


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

    Job Description 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...


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

    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...


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

    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...


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

    Job Title: Graduate Junior Paraplanner Industry: Wealth Management Location: WinchesterSalary: £30,000 (Negotiable) Job Reference: 9436Job 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,...


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

    Job Title: Graduate Junior ParaplannerIndustry: Wealth ManagementLocation: WinchesterSalary: £30,000 (Negotiable)Job Reference: 9436Job 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,...


  • Winchester, Hampshire, United Kingdom Bighornlaw Full time

    This is an exciting opportunity to join Bighornlaw as a senior wealth management professional, where you will be responsible for managing the financial plans of high-net-worth individuals and families. Your expertise in investment planning and risk management will enable you to provide personalized advice and guidance to help your clients achieve their...


  • 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...


  • 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...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    We are looking for a highly skilled and motivated Paraplanner to join our team at Recruit Wealth Ltd in Winchester. As a key member of our team, you will be responsible for supporting our planners with research on products and finding solutions for clients.The ideal candidate will have a diploma in a relevant field and experience in a financial advice firm...

  • Paraplanner

    3 weeks ago


    Winchester, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly...


  • Winchester, Hampshire, United Kingdom Recruit Wealth Ltd Full time

    We are representing a leading financial services company, backed by private equity, with a comprehensive service across financial planning, wealth management, and investment management.As a key member of our team at Recruit Wealth Ltd, you will be responsible for supporting our planners with research on products and finding solutions for clients. This role...