Paraplanner – Cardiff

recruitukltd Salary: Up to £50,000 (dependent on experience)

Our client is a prestigious wealth management company based in Cardiff. They are going through a period of growth and expansion and are in need of an experienced and highly qualified Paraplanner to support their IFA team.

You will be Level 4 Diploma qualified and ideally working towards Chartered Status. Our client is looking for someone with extensive Paraplanning experience (at least 5 years) who can come and join their back-office support team and provide expert support.

The key responsibilities will include:

  • Providing support to the IFA’s in research and analysis
  • Providing support to the IFA’s in preparing client financial plans and suitability reports
  • Creating and maintaining compliant client records
  • Creating and maintaining the companies back office systems
  • Proving support to the compliance team in the maintenance and development of internal processes.
  • Maintain internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development

In return, the successful applicant will receive a salary of up to £50,000 (dependent on experience) with the potential to progress within a well-regarded company. To discuss this role in more detail, please contact Ryan Bartlett at Recruit UK on 01179170410 (Please quote reference – 12280).

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