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Paraplanner

Search Consultancy
Job LocationCardiff
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you an experienced and highly motivated paraplanner looking to join one of the UKs largest and leading integrated wealth management and professional services group. My client is looking for someone with a proven track record of delivering written financialadvice in an efficient manner whilst assisting with the achievement of business targets.what will you be doing

  • Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
  • Ensure that the preparation for advice for clients (both internal and external) is of the highest quality whilst mitigating any risks to the business.
responsibilities:
  • Develop and maintain effective relationships with clients and colleagues.
  • Prepare suitability reports across a wide range of financial products.
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain core systems ensuring all tasks are carried out and completed in line with with the company policy and procedures.
To be successful you will need:
  • Level 4 Diploma in Financial planning (DipPFS)
  • A desire to develop further and to undertake relevant examinations and working towards Chartered Status.
  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge.
  • Good organisation and prioritisation skills; able to work within a team and independently.
  • Literacy, Numerical and analytical skills are essential.
Benefits
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package with the option to purchase additional holiday
If you are a driven individual who enjoys varied and technical work in a fast place environment, or are looking for a new opportunity please contact me on

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