Paraplanner

3 weeks ago

Pontyclun, United Kingdom Finlink Ltd Full time

Paraplanner

Hybrid Working

Cardiff based

Up to £40k

This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Cardiff office.

The Role

As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

The Benefits

  • Salary up to £40k
  • Hybrid working
  • Death in Service (4 x annual salary)
  • Private Medical Insurance
  • Group Income Protection
  • Employee Assistance Programme
  • Medicash (healthcare cash back plan)
  • Pension 5% minimum (company will match up to 10%)
  • Discretionary 10% annual bonus based on company performance.
  • 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.

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