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Job Location | Cardiff |
Education | Not Mentioned |
Salary | 35,000 - 45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
ParaplannerUP to £45,000 Depending on experienceAre you an experienced Paraplanner, tired of spending day in day out writing suitability reportsWould you like to be involved in the end to end client journey, from attendance at meetings through to assisting the advisor with the formulation of adviceIf so, this could be the role for you!During a period of expansion, a wealth management firm in Cardiff is looking for a Paraplanner to support the successful Financial Planners of the business. You will be responsible for attending client meetings, carrying out detailed analysis and research,cash flow modelling, producing high quality suitability reports for HNW clients whilst providing a bespoke wealth management service.Applicants must have previous paraplanning experience and strong technical knowledge of all areas of financial planning. Progress towards the industry Level 4 qualifications would be advantageous.To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Keyskills :
Report WritingResearchCashflow Analysisreview work