Job Title: Paraplanner
Industry: Financial Planning
Location: Cardiff
Salary: £35,000 – £45,000
Job Reference: 9294
Job Description:
Recruit UK is working on a fantastic opportunity for a Paraplanner to join a successful Financial Planning firm in Cardiff.
Our client is a long-standing and well-established financial planning practice that looks after clients across South Wales. As they continue to expand and grow, they are looking for a paraplanner to join their technical team. You will be working closely with other Paraplanners, meaning lots of people to bounce off of, as well as the Administrators and Advisers.
Duties will include but not be limited to:
* Preparing pre-approval documents ahead of reports
* Compiling suitability reports from template format
* Conducting research into a suitable product following client meetings
* Ensuring compliance is adhered to
* Working closely with the Administrator to gather client documentation
Benefits:
* Competitive salary of up to £50,000
* Hybrid, office or remote working – whatever suits you best
* Bonus scheme of around 10%
* 25 days holiday
* Xmas shutdown
* 3% pension contribution
* Private medical insurance
* 4x DIS
* Work equipment provided
* Exam funding and study leave
Skills and experience required:
* Experience working in a Paraplanning position
* Level 4 Diploma, or working towards
* Good knowledge of UK products and tax calculations
* If working more remotely, a home office set-up
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner.