Junior Paraplanner

Type: Trainee
Region: London

Job Title: IFA Administrator

Industry: Wealth Management

Location: Newton Abbot

Salary: £27,000 – £35,000

Job reference: 9089

Job Description:

Are you looking to join a dynamic and expanding financial planning business? We have an exciting opportunity for a versatile individual who could thrive in various roles within a wealth management firm in Newton Abbot. Whether you are an administrator with a knack for report writing, an aspiring paraplanner, or someone looking to transition into an associate financial planner role, we want to hear from you! This role will allow you to progress and develop further within the industry, whilst upskilling and working as part of a collaborative team.

Duties will include:

Provide admin support and assist with report writing

New business administration and data management

Booking reviews and preparing meeting packs

Conduct research and write reports using templates

Engage with various systems such as IO (potentially transitioning to XPlan), FE Analytics, Voyant, Timeline Planning, Simply, and Defacto Engage

Benefits:

5% Pension contribution

Hybrid working

Long term career opportunities – progression into Paraplanning and Advising.

Private medical insurance

Salary between £27,000 – £35,000

Skills and experience required:

Previous experience within a wealth management firm

Interest in completing Level 4 Diploma

Excellent communication skills – both written and verbal

Ability to work independently and as a team

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 are pleased to be working with a Wealth Management Firm in Newton Abbot.

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.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.