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Permanent

Paraplanner

Swansea
money-bag 32000.00-32000.00 Annual
3121136269
Posted Yesterday

Job Title: ParaplannerIndustry: Financial Planner Location: SwanseaSalary: £32,000 - £42,000 Job Reference: 9921Job 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 appropriateWorking alongside the administrators to ensure documents are up to dateAdhere to FCA regulations and ensure compliance Benefits:Competitive salary of £32,000 - £42,000 Hybrid working5% pension contribution 25 days holiday On site parking Private medical insurance Shadow and support highly experience advisers Exam support and funding, if desiredSkills 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

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