Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Industry: Wealth Management

Location: Cardiff

Salary: Up to £45,000

Job Reference: 9736

Job Description:

Are you an experienced paraplanner looking to join an award-winning firm?

Are you looking to join a wealth management firm that breaks the mould?

We are working with an esteemed financial planning firm in Cardiff who are looking to add a paraplanner to join their team due to an internal promotion.

This company have had the confidence to challenge conventional practice methods and do things differently. They offer transparency to clients, support and continually help develop their staff professionally.

This multifaceted role will involve collaborating closely with financial planners, creating cashflow forecasts, writing suitability reports and conducting research.

This is an excellent opportunity for a paraplanner to join an alternative thinking company.

Key Responsibilities:

• Conduct in-depth research and analysis on financial products and strategies
• Prepare detailed reports, including cash flow forecasts and recommendations
• Assist in the development of financial plans tailored to individual client needs
• Ensure all client documentation is accurate and compliant
• Support advisers in client meetings (if required) and manage follow-up actions

What is on offer?

• Employers pension contribution
• Competitive salary Up to £45,000
• Generous holiday
• DIS
• Opportunity to work in a Chartered financial planning firm

Skills and experience required:

• 3 years plus experience as a paraplanner
• Level 4 Diploma essential.
• Chartered if possible
• Exposure to different software’s, systems and technologies
• Excellent verbal and written communication skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Advice Company based in Cardiff on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.