Paraplanner

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Job details

  • 893 859
  • £35,000 - £45,000
  • Cardiff
  • Permanent
  • Financial Services
  • 22 November 2021
  • 6 December 2021

We are working with a leading Financial Services provider with several offices across the country. They have been established for many years and have a reputation for delivery of high-quality financial solutions to clients. The company are looking to recruit an experienced and qualified Paraplanner to work closely with the Financial Planners and other members of the team in their Cardiff office.

The Paraplanner will be expected to provide technical and research support to the Financial Planners in their delivery of advice to clients. This support will include completing research and analysis, preparing suitability letters and other paraplanning duties.

To apply for the Paraplanner role candidates will need:
• to have experience of working as a Paraplanner in a similar environment
• hold the Certificate in Financial Planning or equivalent and be prepared to study up to level 6 qualification
• excellent telephone manner and conversational ability is a must as is computer literacy.

The successful candidate will also be a team player and committed towards continuing professional development.

This is a permanent position with an excellent package and salary of up to £45,000 depending on experience and qualifications, and great prospects in terms of career progression.

If you are interested in this Paraplanner position and would like to know more please send your CV or telephone us for an informal discussion on a strictly private and confidential basis.

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