2 jobs found

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...

Job Title: Financial Coach Industry:  Financial Planning Location: Cardiff Salary: £30,000 - £35,000 Job reference: 15901 Job Description: Recruit UK are working on an excellent opportunity for Financial Coach in Cardiff to join a Financial Planning. This successful financial planning firm are looking to grow their team of Financial Coach, who work alongside the experienced Financial Planners to offer tailored advice to clients across Wales. You will be offering suitable advice available to clients, as well as identifying appropriate boarder needs and introducing them to other specialists within the firm. You will be responsible for: Provide telephone or ‘virtual’ based support to clients, that is provided Deliver suitable, personalised coaching or goal-based advice Identify when a client requires specialist advice Manage and reach individual KPI’s, set by management Benefits:...