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Job Location | Cardiff |
Education | Not Mentioned |
Salary | 30,000 - 35,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
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: