Paraplanner – Cardiff

recruitukltd Salary: £35,000

Our client, a reputable financial planning firm on the outskirts of Cardiff are looking for a part/diploma qualified Paraplanner to join their growing office.

Within your role your duties will include:

  • Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
  • Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
  • Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
  • Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
  • Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
  • Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
  • Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
  • Analyse and provide specific client portfolio reporting.

To be considered for this role you will ideally have GCSE grades A/C in Maths and English and be working towards your level 4 diploma. A competitive salary of £35,000 is on offer with additional benefits.

For more information please contact Louise Bibb on 01179 170 416 or email me on Quote reference 11849


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