Paraplanner
Salary
40,000 (dependent on experience)
Location
Bridgend
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Bridgend
Salary: £40,000 (dependent on experience)
Job reference – 13294
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a successful and growing Financial Management firm in Bridgend.
Our client provides advice to HNW clients, business owners and retirees among other groups in all areas of financial planning and emphasises the need for trust and professionalism. They are growing their Advice team through acquisition and now need to bolster their back-office support.
This is an exciting opportunity for an experienced Paraplanner to join the company and support Advisers in an array of financial planning areas including Investments and Pensions (inc. Pension Transfers).
The essential aspect is making a complicated subject simple for the clients of the firm to understand their finances and will entail writing bespoke suitability reports, producing fact finds and making financial planning recommendations. A key aspect is the ability to liaise with clients and the company IFAs along with other departments.
What’s in it for you:
- Very competitive salary for the area (up to £40,000 dependent on experience)
- Opportunity to join a growing financial planning firm on the cusp of further expansion
- Technical role with a variety of challenges
- The role already has an established back office team with which to work with
- Essential: Level 4 Diploma in Financial Planning
- Essential: Experienced Paraplanner within an IFA firm
- Essential: Experience of writing bespoke reports, fact finds and recommendations
- Desirable: Pension Transfer knowledge (and DB pensions)
- Desirable: Further exams (working towards Chartered / AF7)
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs 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.