Job Title: Paraplanner
Industry: Financial Planning
Location: Remote (must be South Wales/South West based)
Salary: £35-45,000
Job Reference: 9324
Job Description:
Recruit UK are working on an exciting opportunity for a Paraplanner to join a successful firm in 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. Due to the set up of the business, they are able to offer the right candidate fully remote working. However, they are looking for someone who is based in South Wales or the South West.
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
- Fully remote working available
- Exam funding and support
- Team working environment, with strong administration support
Skills and experience required:
- 5 years experience working in a Paraplanning position
- Level 4 Diploma in Financial Planning
- Good knowledge of UK products
- Ability to work independently and as part of a team
- Experience working fully remotely