Paraplanner

Recruit UK

Posted 15 hours ago, valid for 14 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The job opening is for a Paraplanner at an independent financial planning firm located North of Cardiff.
The position offers a competitive salary ranging from £40,000 to £45,000.
Candidates are required to have strong Paraplanning experience and a Level 4 Diploma in Financial Planning.
The role involves producing suitability reports, researching products, and maintaining client relationships.
Benefits include hybrid working, exam funding, career development opportunities, and a supportive team environment.

Job Title: Paraplanner

Industry: Financial Planning

Location: NorthCardiff

Salary: £40-45,000

Job Reference: 9324

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a successful firm North of Cardiff.

Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. You will play a key role in the service provided to the clients and be part of the integral back office team.

Duties will include but not limited to:

Producing suitability reports following new and existing client meetings
Research products based on Advisers fact finds
Cashflow modelling
Liaise with clients and maintain relationships
Work closely with the Administrator and Financial Planners

Benefits:

Competitive salary of up to £45,000
Discretionary bonus scheme
Hybrid working
Exam funding and support
Career development (if desired)
Tam working environment, with strong administration support
On site parking

Skills and experience required:

Strong Paraplanning experience
Level 4 Diploma in Financial Planning
Good knowledge of UK products
Ability to work independently and as part of a team

Apply now in a few quick clicks

Paraplanner

Junior Financial Adviser

Independent Financial Advisor

IFA Administrator