Paraplanner

Posted 15 September by Recruit UK

Job Title: Paraplanner

Industry: Financial Services

Location: Swansea

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

Reference Number:14187

Job Description:

Ambitious and motivated Paraplanners wanted! If you are an experienced Paraplanner based in, or around, Swansea then look no further for your next adventure.
Recruit UK are working on an excellent opportunity for a Paraplanner in Swansea to join a successful Financial Planning firm.

This firm provides its client with first-class Financial advice, Wealth Management, and Pension solutions. They are actively going through growth, having just acquired a large client portfolio, and are looking to expand their back-office team to support their Independent Financial Advisers.

Your duties will include, but won’t be limited to, writing suitability reports, producing fact finds for advisers, making financial recommendations and interpreting complex financial information into plain English for the client. This role will play a key part in the smooth running of the firm and will give a successful candidate a chance to work closely alongside the Financial Advisers.

What’s in it for you:

  • Competitive Salary based on experience
  • Modern office building
  • Supportive working environment
  • Join a well-established back office team

Skills and experience required:

  • Level 4 diploma, part or full qualification
  • Previous experience as a Paraplanner
  • Knowledge of Financial Products (e.g. investments, pensions)
  • Experience writing Suitability reports

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 are pleased to be working with an Independent Financial Planning firm based in Swansea on a Paraplanner role.

Application question

Are you currently a Paraplanner?

Reference: 40874732

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