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Recruit UK
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Cardiff, South Glamorgan
Paraplanner (home-based)
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Job Title: Paraplanner (Home Based) Industry: Financial Services Location: Cardiff Salary: Up to £45,000 Reference Number: 14633 Job Description: Are you an experienced, Diploma qualified Paraplanner seeking a work from home opportunity? Fed up of the daily rush-hour grind and unsociable hours? Then regain your work-life balance in a new role that works around your lifestyle. Recruit UK are working on an excellent opportunity for a Paraplanner to join an award-winning national financial planning firm. This position is within the private client advisory team of one of the UK’s most high-profile advice firms. If you are experienced, Level 4 Diploma qualified Paraplanner and want a company that not only offers streamlined processes and systems for easy remote working but a competitive salary and great benefits package, then this is the career move you’ve been waiting for. The company is looking for someone self-motivated who can undertake all Paraplanning duties autonomously/remotely. What’s in it for you? Work for an award-winning national firm Work from home Well defined systems and processes in place Supportive team environment Emphasis on professional development and support with further studies Great benefits package Salary: Up to £45,000 Skills and experience required: Level 4 Diploma qualified (CII or LIBF) At least 1 years’ experience as a Paraplanner for a financial advice firm Knowledge and experience of retirement planning, investments and taxation. Highly competent conducting research and using research tools, such as FE Analytics, Selectapension, Assureweb, Defaqto, Trustnet, etc. Experienced writing quality, compliant, client friendly recommendation reports without guidance. Knowledge of SIPP providers permitted investments and specialist funds. Knowledge and experience of using cashflow modelling. Confident having challenging conversations with Partners and being able to influence. Knowledge of DB pension transfers Have, or currently working towards, Level 6 (Desirable) Experience of Intelligent Office (Desirable)