Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Cardiff (remote working available)

Salary: £35,000 - £50,000

Job Reference: 9903

Job Description:

Recruit UK are working on a fantastic opportunity for a Paraplanner to join a successful Financial Planning firm in Cardiff.

Our client is a long standing and well established financial planning practice, who look after clients across the South Wales. As they continue to expand and grow, they are looking for a paraplanner to join their technical team. You will be working closely with other Paraplanners, meaning lots of people to bounce off of, as well as the Administrators and Advisers.

Duties will include but not limited to:

• Preparing pre approval documents ahead of reports
• Compiling suitability reports from template format
• Conducting research into suitable product following client meetings
• Ensuring compliance is adhered to
• Working closely with the Administrator to gather client documentation

Benefits:

• Competitive salary of up to £50,000
• Hybrid working or fully remote, whatever suits you best
• Bonus scheme of around 10%
• 25 days holiday
• Xmas shut down
• 3% pension contribution
• Private medical insurance
• 4x DIS
• Work equipment provided
• Exam funding and study leave

Skills and experience required:

• Experience working in a Paraplanning position
• Level 4 Diploma, or working towards
• Good knowledge of UK products and tax calculations
• If working more remotely, home office set up