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Job Details

Job Title: Junior Paraplanner

Industry: Financial Services

Location: Cardiff

Salary: up to £25,000

Reference Number: 14580

Job Description:

Recruit UK are working on an excellent opportunity for a Junior Paraplanner in Cardiff to join a Financial Planning firm.

As one of the UK’s leading independent providers of discretionary wealth management, our client offers award-winning personalised wealth management services that meet the varied needs of over 100,000 clients, including individuals and charities. With over 30 offices across Britain and Ireland, this enables them to combine the best of local understanding with national scale and perspective

This is a great opportunity for a Junior Paraplanner to join the team in Cardiff and be part of our continued growth of the Financial Planning business. Ideally, they are looking for someone who has recently completed their qualifications as a Paraplanner and is keen to further develop their skills in a support role to the Financial Planners and Paraplanners in the team.

With regard to technical knowledge, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.

If you feel this role suits your skills and experience, we would be keen to hear from you.

 

Responsibilities include:

  • Providing appropriate support for our Financial Planning Managers, Senior Paraplanner and liaising with the administration members of the team;
  • You will have the ability to understand and analyse our clients’ current personal and financial circumstances, objectives and acceptance of risk, for both our existing and new clients;
  • The ability to conduct a detailed analysis of a client’s existing arrangements and consider appropriate actions or solutions for the Financial Planning Managers to propose;
  • The writing and production of detailed Financial Planning Suitability Reports and supporting analytical information to meet our regulatory requirements for both annual reviews and new business;
    Confident with client communication both written and verbal, interaction with clients will be necessary on a day to day basis;
  • You will support senior team members and provide guidance to more junior team members as required, contributing to the completion of tasks, whilst working to agreed service level agreements and to a high standard for the team;

 

You will provide support in the preparation of client annual review documentation and prospect client meetings;
It is crucial that you will understand and comply with regulations and principles applying to the role and policies and procedures.

 

What’s in it for you:

  • PMI, Life Insurance, DIS
  • Company Share incentive
  • Full exam support

 

Skills and experience required:

  • Level 4 diploma in financial planning
  • Clear and concise communication skills – verbal and written
  • Ability to meet deadlines/work within restricted timescales
  • Flexible and reliable team member
  • Ability to work on own initiative to achieve required results
  • A collaborative and inclusive approach to work

 

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 Financial Planning firm based in North Bristol on an IFA Administration role.

 

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 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.

 

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Job Title: Junior Paraplanner

Industry: Financial Services

Location: Cardiff

Salary: up to £25,000

Reference Number: 14580

Job Description:

Recruit UK are working on an excellent opportunity for a Junior Paraplanner in Cardiff to join a Financial Planning firm.

As one of the UK’s leading independent providers of discretionary wealth management, our client offers award-winning personalised wealth management services that meet the varied needs of over 100,000 clients, including individuals and charities. With over 30 offices across Britain and Ireland, this enables them to combine the best of local understanding with national scale and perspective

This is a great opportunity for a Junior Paraplanner to join the team in Cardiff and be part of our continued growth of the Financial Planning business. Ideally, they are looking for someone who has recently completed their qualifications as a Paraplanner and is keen to further develop their skills in a support role to the Financial Planners and Paraplanners in the team.

With regard to technical knowledge, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios.

If you feel this role suits your skills and experience, we would be keen to hear from you.

 

Responsibilities include:

  • Providing appropriate support for our Financial Planning Managers, Senior Paraplanner and liaising with the administration members of the team;
  • You will have the ability to understand and analyse our clients’ current personal and financial circumstances, objectives and acceptance of risk, for both our existing and new clients;
  • The ability to conduct a detailed analysis of a client’s existing arrangements and consider appropriate actions or solutions for the Financial Planning Managers to propose;
  • The writing and production of detailed Financial Planning Suitability Reports and supporting analytical information to meet our regulatory requirements for both annual reviews and new business;
    Confident with client communication both written and verbal, interaction with clients will be necessary on a day to day basis;
  • You will support senior team members and provide guidance to more junior team members as required, contributing to the completion of tasks, whilst working to agreed service level agreements and to a high standard for the team;

 

You will provide support in the preparation of client annual review documentation and prospect client meetings;
It is crucial that you will understand and comply with regulations and principles applying to the role and policies and procedures.

 

What’s in it for you:

  • PMI, Life Insurance, DIS
  • Company Share incentive
  • Full exam support

 

Skills and experience required:

  • Level 4 diploma in financial planning
  • Clear and concise communication skills – verbal and written
  • Ability to meet deadlines/work within restricted timescales
  • Flexible and reliable team member
  • Ability to work on own initiative to achieve required results
  • A collaborative and inclusive approach to work

 

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 Financial Planning firm based in North Bristol on an IFA Administration role.

 

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 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.

 

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