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:
1. Strong Paraplanning experience
2. Level 4 Diploma in Financial Planning
3. Good knowledge of UK products