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Financial Planning Assistant

2 months ago


Swansea, City and County of Swansea, United Kingdom Recruit UK | Certified B Corp™ Full time
Paraplanner Opportunity at Recruit UK | Certified B Corp®

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.