Trainee Paraplanner
Salary
up to 19,000
Location
Cardiff
Job Type
Flexible Working|Full Time
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Job Title: Trainee Paraplanner
Industry: Wealth Management
Location: Cardiff
Salary: up to £19,000 (dependent on experience)
Job Description:
Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Cardiff to join wealth management firm.
Our client is a successful wealth management firm that provides advice to clients of differing financial resources and of all ages which includes: private clients, business owners and retirees among other groups.
They have established long-standing relationships and specialise in advising in all areas of Financial Planning including Investments, Retirement Planning and Mortgages among other areas.
They have an opportunity within their back-office support team for someone who is looking for a career within the financial planning industry. This is a role that has progression opportunities with training and development available from an experienced team where the company pride themselves on their career pathway and support to progress.
The role will include supporting the business with back-office assistance and will entail liaising with clients, research support, working with established Paraplanners and assisting them with their tasks, involved with preparing client meetings, client documentation and supporting the team with report writing.
What’s in it for you:
* A lot of support with training and development.
* The company will provide assistance with taking further exams, taking time off for exams and providing financial support (towards Level 4 Financial Planning exams).
* Our client promote staff from within where they have a career pathway to progress in the company towards becoming a more established Paraplanner.
* There are flexible working hours available.
* Annual bonus in place with additional benefits
Skills and experience required:
* Our client would welcome individuals with a desire to become an experience Paraplanner
* Will have experience within financial planning in a similar role
* Ideally have some industry qualification
* Previous Administration experience would be desirable
* Excellent communication skills and a professional attitude
* Desire to progress and further develop
Recruiters contact info:
Name: Ryan Bartlett
Email: [email protected]
Tel: 01179 170 410
Whatsapp/mobile: 07399 163960
Job Reference: 13183
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, here at Recruit UK, we are currently representing a Trainee Paraplanner role in Cardiff to join wealth management firm.
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.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.