Paraplanner
Salary
up to 45,000
Location
Cardiff
Job Type
Full Time
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Job Title: Paraplanner
Industry: Wealth Management
Location: Cardiff
Salary: up to £45,000
Reference Number: 13776
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a leading wealth management company.
Our client provides personalised financial planning and investment management advice to their clients. They have a professional outlook and provide a unique and customised service for their clients where they want to attract the best talent available in South Wales.
The role will entail providing an efficient and professional Paraplanning service for their Wealth Managers where the essential responsibilities will include report writing, fund research, recommendations and client liaison among other duties.
In return, our client is offering a very competitive salary with a discretionary bonus with the opportunity to work with an established and professional company with a nationwide presence.
What’s in it for you:
- A competitive salary of up to £45,000 (dependent on background and experience)
- Discretionary bonus
- Opportunity to join a leading wealth management company
- Opportunity to join an established back office team in a professional environment
- Essential: Level 4 Diploma in Financial Planning
- Essential: Previous experience of working as a Paraplanner
- Essential: Knowledge of financial products including pensions and investments
- Essential: Experienced in preparing and drafting suitability reports
- Desirable: Further professional qualifications
- 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.