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Financial Planning Assistant
2 months ago
Recruit UK is working with a Financial Planning firm in Swansea to find a skilled Paraplanner to join their team.
Key Responsibilities:
- Building cashflow models
- Assisting with client outreach and growth
- Supporting the development of financial plans
Benefits:
- Competitive salary of up to £40,000
- Discretionary bonus
- 5% pension contribution
- Hybrid working
- 28 days annual leave
- Private medical
Requirements:
- Level 4 diploma in financial planning, or equivalent
- Strong analytical and problem-solving skills
- Excellent communication and teamwork skills
About the Company:
Recruit UK is a Certified B Corp®, committed to making a positive impact on the community and the environment.