Paraplanner - Wales - £30k-£40k

£30,000 - £40,000 yearly
  • Recruit UK
  • Bridgend, UK
  • 17/11/2021
Full time Paraplanner

Job Description

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

• Please mention Financial Planning Today Jobs when applying for this role •