Paraplanner - Cardiff - £35k-£42k

£35,000 - £42,000 yearly
  • Recruit UK
  • Cardiff, UK
  • 27/07/2022
Full time Paraplanner

Job Description

Job Title: Paraplanner

Industry:  Financial Services

Location: Cardiff

Salary: £35,000 - £42,000

Job reference: 16439

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm.

Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers.

Your duties will include, but not be limited to:

·         Working closely with the Advisers to understand Clients needs and desires

·         Preparing suitability reports, including recommendations

·         Conducting research to ensure the best products are presented to clients

·         Following compliance procedures

·         Working with the Paraplanning team to ensure the workload is complete

Benefits:

·         Competitive salary

·         Home and office work

·         Flexible working to avoid traffic

·         On site parking, outside of the city center

·         Emphasis work life balance

·         Progression to management, should you wish to

·         Autonomy to work how you work best

·         Discounted gym membership

·         25 days holiday

·         Christmas closure

Skills and experience required:

·         Strong experience working as a Paraplanning

·         Minimum Level 4 diploma, or working towards

·         Ability to work alone and as part of a team

·         Good technical knowledge

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