Job Title: Junior Paraplanner
Industry: Financial Planning
Location: Bridgend
Salary: £25-30,000
Job Reference: 9208
Job Description:
Recruit UK are working on an exciting opportunity for a Junior Paraplanner to join a Financial Planning firm in Bridgend.
Our client is a highly successful Financial Planning company who specialise in offering a bespoke service to high net worth clients across South Wales. As they continue to expand and grow the team, they are looking to bring on a Junior Paraplanner to join the back office team.
Duties will include but not limited to:
- Supporting with suitability reports
- Conducting research on products post client meetings
- Attending client meetings and liaising with clients directly
- Working alongside the administration team
Benefits:
- Salary of £25-30,000
- 25 days annual leave
- Exam funding and support
- 5% pension contribution
- Full progression to Paraplanning, and Financial Advice, if desired
Skills and experience required:
- Experience working in a Financial Planning firm
- Experience with the above duties, especially suitability reports
- Diploma qualified would be ideal, but working towards also suitable