Financial Planning Assistant
4 days ago
Recruit UK is working with a successful Financial Planning firm in Swansea to find a skilled Paraplanner to join their team.
This firm offers clients comprehensive financial advice, tailoring their services to meet each client's unique needs. As their client base continues to grow, they are expanding their Paraplanning team to meet the demand.
The successful candidate will be responsible for:
- Preparing detailed suitability reports and recommendations
- Developing and maintaining accurate cashflow models
- Conducting thorough research to identify solutions for clients following adviser meetings
- Building and maintaining strong relationships with clients
The firm offers a competitive salary of up to £40,000, a discretionary bonus, 5% pension contribution, hybrid working, 28 days annual leave, private medical, and exam support and funding.
To be considered for this role, candidates should have:
- At least 3 years of experience in a Paraplanning position
- A Level 4 diploma in financial planning or equivalent (working towards may be considered)
- Experience working in an independent environment is highly desirable
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