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Paraplanner in Bridgend

Job Title: Paraplanner

Industry: Financial Services

Location: Bridgend

Salary: £30,000 – £40,000 (negotiable)

Job Reference: 15742

Job Description:

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

Our client has enjoyed continued success for decades, providing bespoke and sustainable financial planning to high-net-worth clients across Wales. They are looking for an experienced paraplanner to join their team, where you will play an integral part of the firm and the customer journey.

 

Your role will include, but not be limited to:

  • Creating bespoke suitability reports
  • Attending client meetings where required
  • Researching suitable products
  • Liaising with the administration team and Financial Advisers

 

Benefits:

  • Competitive salary of £30,000 – £40,000 (negotiable)
  • Professional development fund
  • Great benefits packaging
  • A mix of home and office working

 

Skills and experience required:

  • Paraplanning experience
  • Strong technical knowledge
  • Analytical and good numeracy skills
  • Excellent communication skills and self-motivated

 

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 Bridgend on a Paraplanning 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 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.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

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    Job Title: Paraplanner

    Industry: Financial Services

    Location: Bridgend

    Salary: £30,000 – £40,000 (negotiable)

    Job Reference: 15742

    Job Description:

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

    Our client has enjoyed continued success for decades, providing bespoke and sustainable financial planning to high-net-worth clients across Wales. They are looking for an experienced paraplanner to join their team, where you will play an integral part of the firm and the customer journey.

     

    Your role will include, but not be limited to:

    • Creating bespoke suitability reports
    • Attending client meetings where required
    • Researching suitable products
    • Liaising with the administration team and Financial Advisers

     

    Benefits:

    • Competitive salary of £30,000 – £40,000 (negotiable)
    • Professional development fund
    • Great benefits packaging
    • A mix of home and office working

     

    Skills and experience required:

    • Paraplanning experience
    • Strong technical knowledge
    • Analytical and good numeracy skills
    • Excellent communication skills and self-motivated

     

    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 Bridgend on a Paraplanning 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 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.

     

    Additional information:

    Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
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      Submit Details Here

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