Paraplanner
Salary
up to 35,000 (depending on your experience)
Location
Swansea
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Services
Location: Swansea
Salary: up to £35,000 (depending on your experience)
Reference Number: 14187
Job Description:
Ambitious and motivated Paraplanners wanted! If you are an experienced Paraplanner based in, or around, Swansea then look no further for your next adventure.
Recruit UK are working on an excellent opportunity for a Paraplanner in Swansea to join a successful Financial Planning firm.
This firm provides its client with first-class Financial advice, Wealth Management, and Pension solutions. They are actively going through growth, having just acquired a large client portfolio, and are looking to expand their back-office team to support their Independent Financial Advisers.
Your duties will include, but won’t be limited to, writing suitability reports, producing fact finds for advisers, making financial recommendations and interpreting complex financial information into plain English for the client. This role will play a key part in the smooth running of the firm and will give a successful candidate a chance to work closely alongside the Financial Advisers.
What’s in it for you:
- Competitive Salary based on experience
- Modern office building
- Supportive working environment
- Join a well-established back office team
- Level 4 diploma, part or full qualification
- Previous experience as a Paraplanner
- Knowledge of Financial Products (e.g. investments, pensions)
- Experience writing Suitability reports
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.