Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Cardiff

Salary: up to £45,000

Job Reference: 10486

Job Description:

Recruit UK are working on an exciting opportunity for an Paraplanner to join a Financial Planning firm in Cardiff.

Our client is an independent financial planning firm, who specialise in offering advice to clients across the South Wales region. As their office and client base continues to grow, they are looking to bring on an Paraplanner to join the back office team. You will work closely with a Financial Adviser to help manage their client book, and there is also lots of opportunity for progression, regardless of what you are ideally looking to do!

Duties:

• Supporting the advisers in preparing for annual reviews and new business
• Putting together suitability reports
• Researching products pre and post meeting
• Cashflow modelling
• Working alongside the administration team to ensure client journey is smooth and efficient

Benefits:

• Competitive salary of up to £45,000 (DOE)
• Flexible benefits scheme
• 25 days annual leave
• Birthday day off
• Hybrid working
• Death in service
• 5% pension contribution
• Training opportunity to progress career
• Exam funding and support
• Cycle to work scheme

Skills and experience required:

• Experience working in a Paraplanning position. Senior IFA Admin looking to step up may be considered
• Solid understanding of the financial planning process and UK products
• Good communication and IT skills