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