Paraplanner

Recruit UK

Posted 3 days ago, valid for 3 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Recruit UK is seeking a Paraplanner for a Financial Planning firm in Cardiff, offering a salary range of £35,000 to £45,000.
The successful candidate will work closely with other Paraplanners, Administrators, and Advisers within a growing technical team.
Key responsibilities include preparing pre-approval documents, compiling suitability reports, conducting product research, and ensuring compliance.
Candidates must have experience in a Paraplanning position and preferably hold a Level 4 Diploma or be working towards it.
The role offers benefits such as hybrid working options, a bonus scheme, 25 days of holiday, and private medical insurance.

Job Title: Paraplanner

Industry: Financial Planning

Location: Cardiff

Salary: £35-45,000

Job Reference: 9294

Job Description:

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

Our client is a long standing and well established financial planning practice, who look after clients across the South Wales. As they continue to expand and grow, they are looking for a paraplanner to join their technical team. You will be working closely with other Paraplanners, meaning lots of people to bounce off of, as well as the Administrators and Advisers.

Duties will include but not limited to:

Preparing pre approval documents ahead of reports
Compiling suitability reports from template format
Conducting research into suitable product following client meetings
Ensuring compliance is adhered to
Working closely with the Administrator to gather client documentation

Benefits:

Competitive salary of up to £45,000
Hybrid, office or remote working - whatever suits you best
Bonus scheme of around 10%
25 days holiday
Xmas shut down
3% pension contribution
Private medical insurance
4x DIS
Work equipment provided
Exam funding and study leave

Skills and experience required:

Experience working in a Paraplanning position
Level 4 Diploma, or working towards
Good knowledge of UK products and tax calculations
If working more remotely, home office set up

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, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner.

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