Job Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Cardiff
Salary: £35,000 - £45,000
Job Reference: 10245
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Cardiff
Our client is a Independent Financial Planning firm, who specialise in providing advice in 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 clients 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 limited to:
- Work closely with the IFA's and Director 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 of up to £45,000
- 26 days annual leave
- Progression depending on your ideal career path
- Professional development
- Exam support and funding
- Flexi working
- Administration team to support you with the role
Skills and experience required:
- Experience working in a Paraplanning/report writing role
- Level 4 qualified or working towards may be considered
- Experience using Intelligent office advantageous
