Job Title: Senior Paraplanner
Industry: Financial Planning
Location: Abergavenny
Salary: £36,000 - £50,000 (DOE)
Job Reference: 9186
Job Description:
Recruit UK are working on an exciting opportunity for a Senior Paraplanner to join a Financial Planning firm around Abergavenny.
This firm are a fully independent financial planning practice, who work with HNW clients across Wales, offering a tailored service. As this company goes from strength to strength, they are looking to expand their back-office team and bring on an experience Paraplanner. They are open to both full time or part time individuals!
Duties will include but not limited to:
- Creating suitability reports after client reviews
- Researching products
- Working closely alongside the Director
- Cashflow modelling
Benefits:
- Competitive salary of up to £50,000
- Exam support and funding if not already Chartered
- Discretionary bonus
- Hybrid working (1 - 2 office days)
- Part time hours optional
- 25 days holiday
- Xmas shutdown
- 3% pension contribution
Skills and experience required:
- Experience working in a Paraplanner position
- Ideally experience working in an independent environment
- Minimum Level 4 Diploma, or Chartered (salary to reflect this)
- Ability to work independently and from home, as well as with the team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for a Paraplanner.