Paraplanner - Cardiff

Posted 16 November by Recruit UK

Our client is a successful wealth management firm that provides advice to HNW (high net worth) clients in all areas of financial planning who emphasise the need for trust and professionalism.

They have established long standing relationships and specialise in advising on Tax Planning, Investments and Pensions among other areas.

This is an exciting opportunity for an experienced Paraplanner to work with our client based in Cardiff. The right candidate will be Level 4 Diploma qualified, experienced with Platforms and technically proficient who can come in and get up to speed quickly with how our client operates. Additionally, they will have experience in report writing with an analytical and methodical approach.

Main duties will include:

  • Providing full paraplanning support to a small team of advisers
  • Preparing suitability reports
  • Researching and analysing products
  • Dealing with client queries and providing technical assistance
  • Build good working relationships with providers, clients and prospects

This is an excellent opportunity to join a small and professional market leading organisation with the opportunity to progress within the company. A competitive salary of up to £45,000 with benefits is on offer for the right candidate.

For further information regarding this role please contact Ryan Bartlett on 01179-170410 (quote - Ref - 12421).

Application questions

Are you Level 4 Diploma qualified?
Do you have experience in report writing with an analytical and methodical approach?

Reference: 34773340

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