Job Title: Paraplanner
Industry: Financial Planner
Location: Swansea
Salary: £30,000 - £40,000
Job Reference: 9921
Job Description:
Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for a Paraplanner to join their back-office team.
This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You’ll have ample opportunity to progress your skills and experience too!
Duties will include but not limited to:
*Create suitability reports following annual reviews and new business client meetings
*Research products and preparing recommendations
*Attending client meetings where appropriate
*Working alongside the administrators to ensure documents are up to date
*Adhere to FCA regulations and ensure compliance
Benefits:
*Competitive salary of £30,000 - £40,000
*Bonus scheme
*Hybrid working
*5% pension contribution
*25 days holiday
*On site parking
*Private medical insurance
*Shadow and support highly experience advisers
*Exam support and funding, if desired
Skills and experience required:
*Experience working in a Paraplanning position
*Level 4 Diploma in Financial Planning, or equivalent (or working towards)
*Strong analytical and report writing skills