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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: £24,000 per annum |
Overview
Job Title: Paraplanner Industry: Financial Services Location: Swansea Salary: £25,000 (negotiable) Reference Number: 14499 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Swansea to join a Financial Planning firm. Our client is rapidly growing and is looking for a Paraplanner to joining their team to support their Financial Adviser in providing tailor-made advice to their clients. As a paraplanner, you will be working alongside two IFA’s who have 27 years of experience in the industry. You will be provided with training and support to further develop your paraplanner capabilities. Should you wish to further develop your career, there will be an opportunity to process from Paraplanner to trainee Financial Adviser, should you wish to do so. They will also provide you with additional support with qualifications and exams. Your role as a Paraplanner will include, but not be limited to: Providing technical support to Financial Advisers Designing and delivering Financial solutions with the IFA’s support Conducting portfolio analysis Handling technical client queries Maintaining back-office accurate records Creating and processing strong suitability reports What’s in it for you: Competitive, negotiable salary Support from highly experienced advisers Training and development provided Progression potential Skills and experience required: 3 years in an IFA environment Experience writing suitability reports and product research Technical knowledge and expertise of Financial Service products Working knowledge of Intelligent Office (desirable)