Paraplanner

Recruiter
RecruitUK
Location
Cardiff, UK
Salary
Competitive
Posted
15 Oct 2019
Closes
11 Nov 2019
Ref
1299240486
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Paraplanner

Industry: Financial Services

Location: Cardiff

Salary: up to £35,000 (depending on experience)

Reference Number: 14210

Job Description:

If you are an experienced Paraplanner looking for a new opportunity then look no further!

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

This is a fantastic opportunity for an experienced, committed and motivated individual to join a growing, successful Financial Planning company. This company offers a wide range of Financial Advice including Pensions, Investments, Mortgages, and Protections.

The perfect candidate will enjoy working directly with clients, understand the concept of lifestyle Financial Planning and have a thorough knowledge of cash-flow modelling, pension transfer analysis, and risk rates investment analysis.

The role will include, but not be limited to:

·Writing suitability reports

·Providing client recommendations

·Meeting with clients, alongside advisers, for fact-finding purposes

·Researching products and providers

·Working alongside the CRM and Compliance Systems

What's in it for you:

·Join a growing successful firm

·A competitive salary of £35,000

·Set discretionary bonus

·Professional growth opportunities

Skills and experience required:

·Level 4 Diploma in Financial Planning - Essential

·Knowledge of DC and DB Pension transfers, Portfolio Investing and FCA Compliance procedures - Essential

·Experience in a Paraplanning position - Essential

·Client Facing Experience - Desirable

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