Paraplanner - Chartered

Posted 6 March by Professional Recruitment Ltd Easy Apply

Are you an experienced Paraplanner?

If you have broad technical knowledge of Investments and Pensions then this could be the next role for you. Offering a competitive salary, excellent bonus scheme and benefits package this leading Pensions and Investment Chartered firm go the 'extra mile’ to ensure their wealth of expertise and knowledge is tailored to each client.

Based in Cardiff, you would be responsible for carrying out high quality research on a full range of financial planning products in line with our client’s advice and compliance framework. You should be able to offer guidance to peers and more junior team members and stand in as and when required and in the Office Manager’s absence.

The Role and you:

Working within a team of 5, supporting their passionate Advisers, you will be experienced in report writing and technically competent with excellent inter-personal skills. Highly numerate, analytical with meticulous attention to detail would be a huge benefit. You will be at least Diploma qualified (or at least be studying towards Chartered) and have a confident approach to work; communicating with people at all levels is key.

The successful candidate will need to drive and have access to a car, parking is free!

Reference: 34619079

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