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 is proud to provide 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 are not limited to:
Conducting research and analysis of products and funds Completing cashflow forecasts and financial plans Liaising with clients Shadowing Independent Financial Advisers Writing suitability reports Assisting 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 Ability to work as a team and independently 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.
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Conducting research and analysis of products and funds Completing cashflow forecasts and financial plans Liaising with clients Shadowing Independent Financial Advisers Writing suitability reports Assisting 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 Ability to work as a team and independently 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.
#J-18808-Ljbffr
