Paraplanner

Heat Recruitment

Posted a day ago, valid for 6 days

Swansea, West Glamorgan SA57PR, Wales

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a leading Financial Services firm in Swansea, offering a salary of up to £40,000.
The firm is expanding and looking for someone to support their successful Financial Planners.
The role can be tailored to fit the specific skillset of the candidate, providing flexibility in responsibilities.
Key tasks include preparing suitability letters, reports, and recommendations while offering technical support for complex client queries.
Candidates should have relevant experience in the field to thrive in this team-focused environment.

ParaplannerSwanseaup to £40,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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