Posted: 4 June
The role
Job Title: Paraplanner
Industry: Financial Planner
Location: Swansea
Salary: £32,000 - £42,000
Job Reference: 9921
Job Description:
Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for a Paraplanner to join their back-office team.
This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You’ll have ample opportunity to progress your skills and experience too!
Duties will include but not limited to:
- Create suitability reports following annual reviews and new business client meetings
- Research products and preparing recommendations
- Attending client meetings where appropriate
- Working alongside the administrators to ensure documents are up to date
- Adhere to FCA regulations and ensure compliance
Benefits:
- Competitive salary of £32,000 - £42,000
- Hybrid working
- 5% pension contribution
- 25 days holiday
- On site parking
- Private medical insurance
- Shadow and support highly experience advisers
- Exam support and funding, if desired
Skills and experience required:
- Experience working in a Paraplanning position
- Level 4 Diploma in Financial Planning, or equivalent (or working towards)
- Strong analytical and report writing skills
