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Recruit UK
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Swansea, West Glamorgan
Paraplanner
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
Job Title: Paraplanner Industry: Financial Services Location: Swansea Salary: up to £30,000 (depending on your experience) Reference Number: 14627 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Swansea to join a Financial Advice firm. Due to organic growth, this financial advice firm is looking to take on a Paraplanner to support their advisers in meeting client’s financial needs. They are open to all levels of Paraplanners, so this could be a great move for junior to senior Paraplanners. As a Paraplanner, your role will include, but not be limited to the following: Researching financial products Attending client meetings with advisers Writing suitability reports Preparing recommendations for the clients Compliance As a Paraplanner you will get: A competitive salary Training and Development A friendly and sociable office environment Easy commute as near the station Skills and experience required of a Paraplanner: Experience with report writing and product research - Essential Level 4 diploma or equivalent - Desired Previous exposure to Financial Services - Essential