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Paraplanner

Finlink Ltd
Job LocationSt. Mellons
EducationNot Mentioned
Salary£40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Paraplanner An excellent opportunity to join a well-established firm of Financial Consultants who are based in Cardiff. This company is directly authorised and specialise in providing advice in pensions, investments and tax planning. This is an office-based role.The firm are now in a position to appoint a new paraplanner to join their established team. The role will be centred around providing technical and research support to the financial planners and management to help maintain existing client relationships,whilst looking to capitalise on new opportunities.The Role:

  • Preparation of new and existing client Cashflows ready for annual strategy meetings
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Generating and accurately saving research undertaken in a structured and consistent format.
  • Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
  • Implementing agreed actions including taking fees from providers, allocating investments to wrappers, linking investment models and placing buy/sell trades.
  • Ability to work efficiently under own initiative with impeccable attention to detail
How will we help
  • The firm value employee well-being by organising social events and offering reduced working hours
  • You will be working with a team of experienced administrators, paraplanners and financial advisers.
  • Training and coaching provided where required, enabling you to develop.
  • Ability to study with financial support to develop your career in Financial Services.
Required Skills and Qualifications:Essential
  • GCSE grades A-C in English and Maths
  • Excellent organisational skills with the ability to work under pressure and prioritise tasks.
  • Confident communication skills and comfortable dealing with clients, providers and management.
  • Excellent IT and keyboard skills as well as a good telephone manner.
  • Relevant experience of being within a parplanning role in an advisory / wealth management business.
  • Either achieved Level 4 diploma in financial services (or being very close to achieving this).
Benefits:
  • Competitive salary which of up to £40,000 pa - dependent upon experience and qualifications
  • 24 days holiday plus bank holidays
  • Discretionary bonus scheme
  • Employer pension scheme
  • Private Medical Insurance
  • 4 day week - Friday is a non-working day.
If you are interested, apply now!

Keyskills :
Financial AdvisoryFinancial ServicesParaplanningProfessional SupportTechnical Support

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