Paraplanner
Salary
Salary – Up to 38,000 (dependent on experience)
Location
Cardiff
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
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 administrator 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 [email protected] or
01179 170410 / 07399 163960
Quote Ref – 12809
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