Paraplanner – Cardiff Ref – 12421
Salary
Salary Up to 45,000
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 wealth management firm that provides advice to HNW (high net worth) clients in all areas of financial planning who emphasise the need for trust and professionalism.
They have established long standing relationships and specialise in advising on Tax Planning, Investments and Pensions among other areas.
This is an exciting opportunity for an experienced Paraplanner to work with our client based in Cardiff. The right candidate will be Level 4 Diploma qualified, experienced with Platforms and technically proficient who can come in and get up to speed quickly with how our client operates. Additionally, they will have experience in report writing with an analytical and methodical approach.
Main duties will include:
Providing full paraplanning support to a small team of advisers
Preparing suitability reports
Researching and analysing products
Dealing with client queries and providing technical assistance
Build good working relationships with providers, clients and prospects
This is an excellent opportunity to join a small and professional market leading organisation with the opportunity to progress within the company. A competitive salary of up to £45,000 with benefits is on offer for the right candidate.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email [email protected] (quote – Ref – 12421).
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.