Paraplanner
Salary
28,000 - 35,000 +
Location
Cardiff
Job Type
Full Time
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This is an exciting opportunity for an experienced Paraplanner to join a successful and national financial planning firm in their Cardiff office. Our client provides financial planning expertise to individuals and businesses where they have a highly disciplined approach to independent and personally tailored financial advice.
Our client is looking for a Paraplanner who has the experience of working within financial planning and can provide the technical assistance to support their Financial Advisers. The ideal candidate will have the Certificate in Paraplanning or be Level 4 Diploma qualified (or working towards) with the professional experience of working with Financial Advisers.
Main duties will include:
- Research and compile financial planning reports for clients
- Undertake an investment portfolio analysis which will include asset allocation analysis
- Compile investment, pension and protection illustrations, projections with associated documentation
- Prepare suitability reports, client service agreement letters and assist in checking valuations
- Ensure compliance to FCA regulations and internal policy