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Paraplanner

Clever-HR
Job LocationCardiff
EducationNot Mentioned
Salary£26,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

ParaplannerCardiff£26,000 - £40,000 p.a. D.o.E plus benefitsThis well established financial planning firm are offering a competitive package of staff benefits including working a 4 day week but being paid for 5 days! They offer real training and support to develop yourself and your career to include professional qualifications.Brief description of Paraplanner role and responsibilities:

  • To provide technical and research support to Financial Planners in the delivery of their advice to clients.
  • This support includes completing research and analysis, preparing suitability letters and writing client reports.
Qualifications
  • Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
  • The candidate must also have good IT skills and excellent telephone manner.
  • Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
Benefits
  • 4 Day Week, no condensed hours for full-time pay
  • Working hours Mon-Thurs 9am-5pm (30minutes for lunch)
  • Free Parking outside the office
  • Discretionary bonus
  • Company Pension Scheme
  • Annual Team Away Days
  • Summer Socials
  • Annual Client Event
  • End of Year party
  • PMI after 12 months service
  • Support with qualifications
  • Training and support to help you be the best you can be
  • Being part of great team

Keyskills :
Financial PlanningFinancial ServicesParaplanning

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