Junior Paraplanner

Job Role: Junior Paraplanner

Industry: Financial Services

Location: Harrogate

Salary: £36,000 (DOE)

Job Reference: 9898

Are you an experienced administrator or Junior Paraplanner looking for the next step up in your career?

RecruitUK are working in partnership with a growing forward-thinking financial services company based in Bristol. We're looking for a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.

You'll play an important role in supporting the paraplanners and advisers, assisting with research and the preparation of suitability reports. From drafting and checking client documentation to helping with cash flow modelling and product comparisons, you'll ensure information is accurate, compliant, and delivered on time. Along the way, you'll gain hands-on experience of the full paraplanning process, with clear opportunities to develop your technical knowledge and progress your career.

Responsibilities include

• Develop your ability to produce compliant reports and recommendations, with guidance from senior paraplanners.
• Build experience in researching client portfolios, asset allocation, and investment products.
• Take ownership of gathering valuations, quotations, and preparing application documentation.
• Learn to apply compliance requirements and internal policies to everyday tasks.
• Manage your workload effectively, keeping your line manager informed of progress.
• Commit to ongoing study and recording your professional development.
• Contribute to wider team tasks and responsibilities as needed.
• Apply Consumer Duty principles in all aspects of your work.

What we're looking for

• Experience working as an IFA/ Wealth Management Administrator
• Knowledge of the Financial Services industry
• Proficient in databases and relevant software
• Must have progress towards the Level 4 Diploma in Financial Planning
• Exposure to elements of Paraplanning in a previous role is desired

Benefits

• Offering a salary of up to £36,000
• Private Medical Insurance post probation
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
• 25 days Annual Leave (plus buy and sell up to 5 days)
• Office Christmas close (3-days)
• Life Assurance
• Health cash plan
• Hybrid working
• Discretionary performance related bonus
• Employee Assistance Programme
• Lunch and snacks provided in the Bristol office.
• And lots of flexible benefits to choose from!

This is an opportunity to progress your career and blossom into a highly skilled paraplanner.

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 on a Junior Paraplanner role in Harrogate.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

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Never pester you.