Job Title: Paraplanner

Industry: Financial Planning

Location: Aberystwyth

Salary: up to £45,000

Job Reference: 10354

Job Description:

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

Our client is an independent financial planning firm, who specialise in offering advice to clients across the West Wales region. As their office and client base continues to grow, they are looking to bring on an Paraplanner to join the back office team. There is ample opportunity to progress your career within the industry too, so regardless of what you are looking for, this could be the perfect role for you!

Duties:

• Supporting the advisers in preparing for annual reviews and new business
• Putting together suitability reports
• Researching products pre and post meeting
• Cashflow modelling
• Working alongside the administration team to ensure client journey is smooth and efficient

Benefits:

• Competitive salary of up to £45,000 (DOE)
• Flexible benefits scheme
• 25 days annual leave
• Birthday day off
• Hybrid working (if more experienced)
• Death in service
• 5% pension contribution
• Training opportunity to progress career
• Exam funding and support
• Cycle to work scheme

Skills and experience required:

• Experience working in a Paraplanning position, or IFA Administration with some exposure to Paraplanning
• Solid understanding of the financial planning process and UK products
• Good communication and IT skills

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 is pleased to be working with a Financial Planning firm, looking for an Paraplanner.