Junior Paraplanner
Industry: Financial Planning
Location: Cardiff
Salary: £28,000 - £34,000
Job Reference: 9275
Job Description:
Recruit UK are working on a Junior Paraplanner role in Cardiff with a Financial Planning company.
Are you currently working as an IFA Administrator but wanting to take that next step in to Paraplanning?
Perhaps you are currently in a junior Paraplanning role but not feeling fulfilled or been given enough training/support?
If this resonates with you then we have the perfect next new role! Our client is a highly successful Financial Planning company who specialise in tailored advice for clients across South Wales and the South West. As they continue to expand and grow their back office team, they are looking to bring on a Junior Paraplanner, to bridge the gap between the admin and PP team.
Duties will include but not limited to:
- Supporting with suitability report writing
- Gathering information following client meeting, new and existing
- General administration duties such as letters of authority and updating the back office system
Benefits:
- Competitive salary of up to £34,000
- Discretionary bonus
- Hybrid working
- 25 days annual leave
- Xmas closure
- 5% pension contribution
- Private medical insurance
- Structured career progression and development
Skills and experience required:
- Experience working in a Financial Planning firm
- Ideally experience working in an IFA Admin role or Junior Paraplanner position
- Working towards, or wanting to complete, the Level 4 Diploma