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Specialist Financial Recruitment Limited
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Swansea, West Glamorgan
Paraplanner
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Job Type: Full-time |
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Salary: £18,000 per annum |
Overview
A leading Wealth Management firm that has built a proud reputation with their clients across South Wales since its formation over 20 years ago, is seeking a Paraplanner to join their team. Our client, an ambitious company, constantly growing and evolving, is seeking individuals with the right attitude and aptitude, who strive to be their best and want to develop and progress to their full potential. For our client, the person is more important than the CV. Our client offers a friendly, modern work culture, good career development and the opportunities you would expect from a company with an appetite for growth and success. Key responsibilities: Working closely with & fully supporting the IFA’s Interpreting data & conducting research Liaison with existing product and services providers Communicating with & assisting clients on a range of matters Preparation of Suitability Letters and Specialist Report Writing Providing day-to-day management and co-ordination of general business tasks Reporting to the Operations Manager Liaising with other members of the paraplanning/support team Candidate requirements: 2 years of Administration support / Paraplanning, with excellent relevant knowledge of pensions and investments Smart, well spoken & articulate, with excellent communication skills in all formats Well organised, assertive, confident team player Highly motivated to reap the rewards that achievement & success will bring Experience in various software applications Experience in using back-office systems Qualified to Level 4 Diploma or above (advantage but not essential) In return the Paraplanner will receive a salary of up to £30,000 per annum depending on experience and professional qualifications.