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Junior Financial Planning Assistant

2 months ago

Cardiff, Cardiff, United Kingdom Recruit UK Full time
{"title":"Junior Paraplanner Role","subtitle":"Join a successful Financial Planning company in Cardiff","content":"

We are working with a highly successful Financial Planning company in Cardiff who are looking to bring on a Junior Paraplanner to bridge the gap between the admin and PP team.

The ideal candidate will have experience working in a Financial Planning firm, ideally in an IFA Admin role or Junior Paraplanner position, and be working towards or wanting to complete the Level 4 Diploma.

The role will involve supporting with suitability report writing, gathering information following client meetings, and general administration duties such as letters of authority and updating the back office system.

As a Junior Paraplanner, you will have the opportunity to work with a talented team and develop your skills and knowledge in a dynamic and supportive environment.

The company offers a competitive salary of up to \u00a334,000, discretionary bonus, hybrid working, 25 days annual leave, Xmas closure, 5% pension contribution, private medical insurance, and structured career progression and development.

If you are a motivated and enthusiastic individual looking to take the next step in your career, please apply for this exciting opportunity.

","requirements":"
  • Experience working in a Financial Planning firm
  • Ideally experience working in an IFA Admin role or Junior Paraplanner position
  • Working towards, or wanting to complete, the Level 4 Diploma
","benefits":"
  • Competitive salary of up to \u00a334,000
  • Discretionary bonus
  • Hybrid working
  • 25 days annual leave
  • Xmas closure
  • 5% pension contribution
  • Private medical insurance
  • Structured career progression and development
","company":"Recruit UK"}