Job Title: Paraplanner

Industry: Financial Planner

Location: Swansea

Salary: £30,000 - £40,000

Job Reference: 9921

Job Description:

Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for a Paraplanner to join their back-office team.

This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You’ll have ample opportunity to progress your skills and experience too!

Duties will include but not limited to:

• Create suitability reports following annual reviews and new business client meetings
• Research products and preparing recommendations
• Attending client meetings where appropriate
• Working alongside the administrators to ensure documents are up to date
• Adhere to FCA regulations and ensure compliance

Benefits:

• Competitive salary of £30,000 - £40,000
• Bonus scheme
• Hybrid working
• 5% pension contribution
• 25 days holiday
• On site parking
• Private medical insurance
• Shadow and support highly experience advisers
• Exam support and funding, if desired

Skills and experience required:

• Experience working in a Paraplanning position
• Level 4 Diploma in Financial Planning, or equivalent (or working towards)
• Strong analytical and report writing skills