Paraplanner- Cardiff- Ref 12809

  • Employed
  • Cardiff

Ref 12809

Up to £38,000 depending on experience

Our client is a successful financial planning firm that provides advice to their clients in all areas of financial planning including pensions, investments, protection and mortgages.

This is an exciting opportunity for an experienced Paraplanner to work with our client based in Cardiff. The ideal candidate will be Level 4 Diploma qualified (in Financial Planning), have a comprehensive knowledge of pensions and investments with a proven record of providing back office support within a financial planning firm.

Main duties will include:
• Preparing the appropriate packs for Financial Advisers
• Preparing suitability reports
• Researching products available in the market
• Dealing with client queries and providing technical assistance
• Ensuring Compliance procedures are adhered to

This is an excellent opportunity to join a professional market leading organisation with the opportunity to progress within the company. A competitive salary of up to £38,000 with benefits is on offer for the right candidate.

For further information regarding this role please contact Ryan Bartlett on 01179170410 or email (quote – Ref – 12809).

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