Paraplanner

Location

Cwmbran, Torfaen | United Kingdom

Job description

Job Title: Paraplanner

Industry: Financial Planning

Location:  Cwmbran

Salary: £30,000 – £35,000

Job Reference: 7836

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner to join an IFA in Cwmbran.

Our client offers a bespoke service to clients across South Wales, providing Independent Financial Advice on Investments, Pensions, Retirement Planning, Tax Planning and Mortgages. They are looking to bring on a Paraplanner, who can work alongside the Director of the firm, offering support with client meetings, suitability reports and product research.

This role offers true longevity, and career progression, completely changeable depending on the candidates. Want to be a career paraplanner? No problem! Fancy becoming a Financial Adviser in the future? They can pass you client leads. Maybe you’re keen to explore compliance? Every good IFA firm needs a compliance officer!

What’s in it for you?

• Competitive starting salary
• Salary reviews annually, or upon exam completion
• Career progression and longevity
• Exam support
• Hybrid working, to suit you
• Great benefits package

What do you need to succeed?

• Experience working as an IFA administrator or Paraplanner
• Experience writing suitability reports
• Ideally Level 4 qualified, or at least working towards

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 an IFA firm, looking for a Paraplanner.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their 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 - £35k per annum