Paraplanner

Posted 29 March by James Phillip Financial Recruitment Easy Apply

We are looking for experienced level 4 qualified Paraplanners to join our client based in Cardiff.

You will be joining an extremely busy paraplanning team who support a team of independent financial advisers, the practice as a whole is client focused offering a technical service to their clients. They offer ethical financial and life planning advice.

Your role will be to produce research on pension and investment products and complete reports/ reason why letters for the choices made of the fact find.

You will also be clients first port of contact in the adviser’s absence and will attend client review meetings with the adviser to ascertain client needs and plans for future financial planning.

You will be a minimum of level 4 qualified and have at least 3 years’ experience of working within a financial planning practice offering paraplanning support, this will be current experience.

Please apply in the strictest confidence

Job Type: Full-time

Salary: £35,000.00 to £45,000.00 /year

Required skills

  • Financial Planning
  • Investment
  • Paraplanning
  • Produce
  • Reports

Reference: 34453309

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