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Job LocationCardiff
EducationNot Mentioned
Salary30,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Experienced ParaplannerSalary: £30,000 - £35,000Location: CardiffThe Company:Our client is a growing independent financial advisory firm with a fantastic reputation for looking after both their clients and employees. They provide a holistic approach for their clients on a variety of financial products such as protection, investments,mortgages and equity release.The firm are very keen to ensure everyone who joins them seeking a career in the financial services industry is given not only an opportunity to progress and grow, but also support and encouragement in training.They are looking for someone to join their friendly team due to increased business and an expansion, therefore this position would suit someone who wants to get in on the ground floor and grow with the firm.The Role:You will need a Financial Planning or Wealth Management office experience and industry relevant qualifications. But more importantly, you will need to be somebody that wants to get involved, learn and progress.Daily duties will include researching and analysis, report writing and drafting suability letters for a wide range of products and making recommendations to the advisors. You must uphold compliance, keeping up to date with regulations and product knowledge.Daily Duties:

  • Writing recommendations and suitability reports.
  • Fact finds and research.
  • Checking files and preparing for client meetings.
Essential Requirements:
  • Hold the full Level 4 Diploma.
  • Very good understanding of industry products such as mortgages, pensions, investments, and protection.
  • Very organised and productive whilst maintain attention to detail.
  • Experience researching and report writing.
  • At least 3 years experience working in an IFA office.
  • Previous experience with Microsoft Office products.
Desired Requirements:
  • Working towards Chartered Status.
  • Familiar with IT tools Intelligent Office, IRESS, FE Analytics & Cashcalc
Benefits:
  • Structured progression
  • Ongoing technical training
  • Team orientate work environment.
  • Regular pay reviews.
If you are interested in hearing more about this position, please click apply now.

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