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Job Title: Paraplanner
Industry: Financial Planning
Location: Tredagar
Salary: £35-45,000
Job Reference: 9324
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a successful firm in Tredagar.
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
- Exam funding and support
- Team working environment, with strong administration support
Skills and experience required:
- 5 years experience working in a Paraplanning position
- Level 4 Diploma in Financial Planning
- Good knowledge of UK products
- Ability to work independently and as part of a team
