Paraplanner

Recruiter
RecruitUK
Location
Cardiff, UK
Salary
Competitive
Posted
06 Sep 2019
Closes
26 Sep 2019
Ref
1253451726
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Paraplanner

Industry: Financial Services

Location: Cardiff

Salary: £24,000 to £27,000 (depending on experience)

Reference Number: 14122

Job Description:

Are you a Paraplanner who is looking for their next opportunity? Would you like to take on a new role that allows for career progression and support through studies?

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

This company have seen rapid growth and success in recent years and are looking to hire a paraplanner to help with their expansion. They pride themselves are taking care of their employees and offer brilliant career development opportunities for career-focused individuals.

They are looking for a paraplanner, with previous experience, to work alongside their technical team and Financial Advisers to provide clients with clear and professional advice. The perfect candidate will be a key player in their back-office team.

The role will involve, but not limited to:
  • Preparing files for Financial Advisers and clients
  • Researching available products
  • Collating client details, creating suitability reports
  • Working to compliance procedures


What's in it for you:

  • Support for further studies
  • Career progression potential
  • A competitive salary, with a bonus structure in place
  • 24 days Annual leave and Christmas shutdown

Skills and experience required:
  • Experience working in a Paraplanner position-Essential
  • Strong level of technical knowledge in Pensions, Investment, and Tax - Essential
  • Level 4 Diploma qualified- Desired
  • Knowledge of back-office systems and investment research tools - Desired

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