Job Title: Paraplanner

Industry: Financial Planning

Location: Swansea

Salary: £35-45,000

Job Reference: 10595

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm based in Swansea.

Our client is a well established and successful independent financial planning company, who work with clients across the South West on all things wealth planning. They are looking to bring in a Paraplanner to join their tight knit back office team.

Duties:

• Preparing and drafting suitability reports
• Building and maintaining cashflow models
• Attending client meetings where required
• Work closely with the administration team to maintain accurate documents and back office systems

Benefits:

• Competitive salary of up to £45,000
• Fantastic office location
• Hybrid working available
• 25 days holiday
• 5% pension contribution
• PMI
• Progression opportunities to management
• Exam funding and support

Skills and experience required:

• Experience working in a Paraplanning role (either officially or unofficially)
• Level 4 Diploma is ideal but not mandatory
• Good working knowledge of UK products and FCA regulations