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Paraplanner

Job LocationNewport, Gwent
EducationNot Mentioned
Salary£20,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: ParaplannerIndustry: Financial ServicesLocation: NewportSalary: up to £30,000Reference Number: 14941Recruit UK are working on an excellent opportunity for a Paraplanner in Newport to join a Financial Planning firm.Due to growth and continued success, this South Wales firm are looking to take on a Paraplanner to support their advisers in providing holistic advice to clients. As a Paraplanner, you will work closely alongside the IFA’s to formulate a strong and sustainable Financial Plan for clients.The role of the Paraplanner includes, but is not limited to:

  • Creating suitability reports
  • Attending client meeting (virtually and physically post Covid restrictions)
  • Liaising with product providers
  • Working closely with the compliance team/department
  • Undertaking relevant research using back office systems
  • Use of FE analytics, IRESS Exchange, Selecta Pensions and Cash Calc
  • Work alongside the administration team
  • What’s in it for you, as a Paraplanner:
  • Competitive salary
  • Chance to join a well-established and expanding advice firm
  • Potential managerial progression
  • Being closely involved in the success of the business
  • 25+ days holiday
  • Flexible working
  • Skills and experience required of the Paraplanner:
  • Diploma in Financial Planning, or working towards
  • Paraplanning experience
  • Experience using back office systems mentioned above
  • 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 Financial Planning firm based in Newport on a Paraplanning role.

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