Job Description
Job Role: Junior Paraplanner
Industry: Financial Services
Location: Norwich
Salary: Up to £36,000 (DOE)
Job Reference: 9978
Are you an experienced IFA Administrator or Junior Paraplanner looking to take the next step in your career?
RecruitUK are working in partnership with a growing, forward-thinking financial services company based in Norwich. As part of their continued expansion, they are looking to hire three Associate Paraplanners to join their dynamic and collaborative 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.
In this role, you'll play a key part in supporting paraplanners and advisers, assisting with research, suitability report preparation, and technical administration. You'll gain hands-on experience across 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.
• Minimum of two R0 exams completed and a strong desire to continue working towards the Level 4 Diploma in Financial Planning to become fully qualified.
• Exposure to elements of paraplanning in a previous role is desired.
Benefits:
• Salary up to £36,000 (DOE).
• Private Medical Insurance post-probation.
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee).
• 25 days Annual Leave (plus the option to buy or 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 Norwich office.
• A wide range of flexible benefits to choose from.
This is a fantastic opportunity to join a growing firm, learn from experienced professionals, and develop into a fully qualified and highly skilled paraplanner.
If you're keen to find out more, apply below and we can have a chat!
