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:

• Strong Paraplanning experience
• Level 4 Diploma in Financial Planning
• Good knowledge of UK products
• Ability to work independently and as part of a team