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Financial Planning Associate

2 months ago

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

Recruit UK | Certified B Corp® is working with a Financial Planning firm in Swansea to find a skilled Paraplanner. The firm is expanding its client outreach and needs to grow its Paraplanning team. Key responsibilities include building cashflow models, working with a competitive salary of up to £40,000, discretionary bonus, 5% pension contribution, hybrid working, 28 days annual leave, private medical, and a Level 4 diploma in financial planning or equivalent. If you have a passion for financial planning and are looking for a new challenge, please apply.