Job Title: Paraplanner

Industry: Financial Services

Location: Cardiff (predominately remote)

Salary: up to £48,000

Job reference: 10356

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm.

Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers.

Your duties will include, but not be limited to:

• Working closely with the Advisers to understand Clients needs and desires
• Preparing suitability reports, including recommendations
• Conducting research to ensure the best products are presented to clients
• Following compliance procedures
• Working with the Paraplanning team to ensure the workload is complete

Benefits:

• Competitive salary
• Remote working
• Attend office for training and social events
• Office has on site parking
• Flexible working hours to suit you
• Emphasis work life balance
• Discounted gym membership
• 25 days holiday
• Christmas closure
• 5% pension contribution
• Private medical insurance

Skills and experience required:

• Strong experience working as a Paraplanning
• Minimum Level 4 diploma, or working towards
• Ability to work alone and as part of a team
• Good technical knowledge

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Cardiff on a Paraplanning role.