Junior Paraplanner

Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CheltenhamSalary: up to £40,000 (DOE)Job Reference: 10411Job Description:Are you an IFA Administrator, looking to step into a Paraplanning role?Or perhaps you are already working in a Junior Paraplanner role and wanting to work for a smaller, more supportive financial planning firm?Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join an IFA practice in Cheltenham. This family run firm have built a highly successful business, offering tailored advice to clients across the Gloucester region. They now have the capacity to bring someone on and can provide full training and support to progress you into a Paraplanning role, if you aren''t there already. You do need to have experience working in an IFA firm to qualify.Duties of the Junior Paraplanner: Supporting with suitability reports following annual reviewsResearching products suitable for individual client needsSupporting with cashflow modellingWorking closely alongside the admins and other paraplannersBenefits:Competitive and flexible salary depending on experienceHybrid workingFlexible working hours is requiredExam funding and support5% pension contribution25 days annual leaveOn site parkingFriendly and supportive working environmentSkills and experience required of the Junior Paraplanner:Experience working in an IFA/FA practice essentialPassion to progress into paraplanning, if not there alreadyExcellent communication both ..... full job details .....