Financial Adviser jobs in Neath
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8 jobs
- Recruit UK5.0Hybrid work in SwanseaEmployerActive 5 days ago
- Researching solutions for clients following adviser meetings.
- Level 4 diploma in financial planning, or equivalent (this is ideal but if you’re working towards…
- NOLAN TRANSPORTBridgendEmployerActive 4 days ago
- Identifying projects across the finance function as part of the continuous improvement program, including the utilisation of technology and financial systems to…
- Spicerhaart2.0United KingdomPostedPosted 21 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.*.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- Benefact GroupHybrid work in LlanelliPostedPosted 5 days ago·
- Working hours: 35 hours per week.
- Achieve individual objectives and key performance indicators as set and agreed.
- Maintain and develop own technical competence.
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View similar jobs with this employerVodafoneMerthyr TydfilPostedPosted 14 days ago·- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
- VodafoneLlanelliPostedPosted 11 days ago·
- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
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- M&CoSwanseaPostedPosted 15 days ago·
- Operate till and handle financial transactions.
- A minimum of 8 hours per week.
- This is a permanent, part time vacancy that will close in 18 days at 23:59 BST.
- View all M&Co jobs - Swansea jobs - Sales Advisor jobs in Swansea
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- Curzon Wealth Management LtdBridgend CF32 7BLTypically responds within 1 dayEmployerActive 5 days ago·
- From humble beginnings as a one-person Practice we have grown to a Practice of 10 financial advisers and 6 administration staff.
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Job Post Details
Paraplanner - job post
5.05.0 out of 5 stars
Swansea•Hybrid work
£30,000 - £40,000 a year - Full-time
Job details
Here’s how the job details align with your profile.Pay
- £30,000 - £40,000 a year
Job type
- Full-time
Shift and schedule
- Monday to Friday
BenefitsPulled from the full job description
- Annual leave
- Company pension
- Financial planning services
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private dental insurance
Full job description
Job Title: Paraplanner
Industry: Financial Planning
Location: Swansea
Salary: £30,000 - £40,000
Job Reference: 9178
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea.
This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team.
Duties will include but not limited to:
- Preparing suitability reports and recommendations
- Building cashflow models
- Researching solutions for clients following adviser meetings
- Establish and build strong relationships with clients
Benefits:
- Competitive salary of up to £40,000
- Discretionary bonus
- 5% pension contribution
- Hybrid working
- 28 days annual leave
- Private medical
- Exam support and funding
Skills and experience required:
- 3 years working in a Paraplanning position
- Level 4 diploma in financial planning, or equivalent (this is ideal but if you’re working towards please still apply)
- Ideally experience working in an independent environment
Job Type: Full-time
Pay: £30,000.00-£40,000.00 per year
Additional pay:
- Bonus scheme
Benefits:
- Company pension
- Financial planning services
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Experience:
- Paraplanning: 1 year (required)
Work Location: In person
Reference ID: 9178
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