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Paraplanner

2 months ago

United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea.

This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team.

Duties will include but not limited to:

  • Preparing suitability reports and recommendations
  • Building cashflow models
  • Researching solutions for clients following adviser meetings
  • Establish and build strong relationships with clients

Benefits:

  • Competitive salary of up to £40,000
  • Discretionary bonus
  • 5% pension contribution
  • Hybrid working
  • 28 days annual leave
  • Private medical
  • Exam support and funding

Skills and experience required:

  • 3 years working in a Paraplanning position
  • Level 4 diploma in financial planning, or equivalent (this is ideal but if you’re working towards please still apply)
  • Ideally experience working in an independent environment