Paraplanner
Salary
up to 38,000
Location
Swansea
Job Type
Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Swansea
Salary: up to £30,000 (dependent on experience)
Reference Number: 13757
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner in Swansea to join a growing and successful financial planning firm.
Our client provides independent financial advice and is led by a team of professional Independent Financial Advisers (IFAs) and cover the whole South Wales region. The company is going through a growth period and need extra staff including a Paraplanner to support the company IFAs.
In return, they will offer a competitive salary with the opportunity to join a successful and growing financial planning firm who are set up in a modern office building in the city of Swansea.
What’s in it for you:
- A competitive salary of up to £30,000 (dependent on background and experience)
- Opportunity to join a growing and successful financial planning company in Swansea
- Opportunity to join an established back office team and provide a first-class service for company clients
- Level 4 Diploma in Financial Planning
- Previous experience of working as a Paraplanner
- Knowledge of financial products including pension and investments
- Experienced in preparing and drafting suitability reports
- 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.