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Part/Diploma Qualified Paraplanner - Cardiff

Posted 30 January by Recruit UK Ended

Recruit UK are actively working on a fantastic opportunity to join our client who is a Wealth Management Firm in Cardiff as a Paraplanner!

Our client is ideally looking for a candidate who has financial services experience to join their small business. You will be working closely with the Senior Paraplanner of the business and be involved with; Pension Transfers, ISA’s, Annuities and Investments which will then be transferred into researching these products, report writing and then putting together suitability letters.

Relevant Paraplanning experience is essential and you will be looking to start your level 4 diploma/or be on your way to holding the level 4 financial diploma. Our client is looking for someone who has a get up and go attitude, someone who is confident with suitability letters

You will receive full support with your exams, have a 3% pensions contribution, have the opportunity to work flexible hours and you will be included in their monthly social events, so this role would suit someone who is eager to join a company that makes you feel valued and part of the business.

Salary to start is c£24k - £35k which is dependent on experience, and of course, as you develop, so will your salary and future prospects at the firm.

Contact Louise Bibb at Recruit UK on 01179-450-450 to show your interest in this paraplanner role or other financial support roles across the South west. Quote ref 12010

Reference: 33771489

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