Full job descriptionJob Title: Paraplanner
Industry: Financial Planning
Location: Swansea
Salary: £35-45,000
Job Reference: 10595
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm based in Swansea.
Our client is a well established and successful independent financial planning company, who work with clients across the South West on all things wealth planning. They are looking to bring in a Paraplanner to join their tight knit back office team.
Duties:
*Preparing and drafting suitability reports
*Building and maintaining cashflow models
*Attending client meetings where required
*Work closely with the administration team to maintain accurate documents and back office systems
Benefits:
*Competitive salary of up to £45,000
*Fantastic office location
*Hybrid working available
*25 days holiday
*5% pension contribution
*PMI
*Progression opportunities to management
*Exam funding and support
Skills and experience required:
*Experience working in a Paraplanning role (either officially or unofficially)
*Level 4 Diploma is ideal but not mandatory
*Good working knowledge of UK products and FCA regulations