Paraplanner
Salary
35,000 - 40,000
Location
Cardiff
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Paraplanner
Industry: Financial Services
Location: Cardiff
Salary: £35,000 – £40,000
Reference Number: 14540
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm.
Our client is an award-winning firm, who take pride in their staff retention and well-being. They provide independent financial advisers to both private and corporate clients in all areas of financial planning, across South Wales and the South West of England.
Due to excellent business growth, they are now looking for a Paraplanner to join their back-office team, in supporting their advisers. You will be working closely alongside other experience Paraplanners meaning you have the chance to further develop your industry knowledge and experience.
Your role as a Paraplanner will include, but not be limited to:
- Creating suitability reports
- Researching financial products
- Supporting Advisers
- Attending client meeting where necessary
- Maintaining and updating back-office systems
- Highly competitive salary
- Supporting the working environment
- Modern office, with onsite parking
- Working closely with Chartered IFA’s
- Great benefit package
- Level 4 Diploma in Financial Planning – Essential
- Experience in Paraplanning position – Essential
- Strong report writing skills – Essential
- 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.