Paraplanner

Location

Cardiff | United Kingdom

Job description

Job Title: Paraplanner

Industry: Financial Planning

Location:  Cardiff

Salary: £30,000 – £40,000

Job Reference: 7667

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in Cardiff

Our client is an Independent Financial Planning firm, that specializes in providing advice on Investments, Pensions, Mortgages, and protections. They pride themselves on giving clients tailored advice that is not only effective in managing their wealth but simple! They spend time understanding the client’s individual needs for short and long-term planning, and couldn’t do this without the support of their paraplanning team. You will work alongside other Paraplanners, who work in a close-knit environment and also lean on the administration team for support.

Duties will include but not be limited to: 

• Work closely with the IFA’s to undertake research and recommendations
• Create suitable reports
• Liaise with clients and product providers
• Ensure all paperwork and procedures follow FCA guidelines and are compliant
• Prepare documents for annual reviews

Benefits:

• Competitive salary
• 26 days annual leave
• Progression depending on your ideal career path
• Professional development
• Exam support and funding
• Flexi working and hybrid
• Administration team to support you with the role

Skills and experience required:

• Experience working in a Paraplanning/report-writing role
• Ideally Level 4 Diploma in Financial Planning
• Experience using Intelligent office advantageous

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.

Our commitment to you:

• Recruit UK embraces equality, diversity, and inclusion and will seek to promote its benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Job tags

Salary

£30k - £40k per annum