Paraplanner

Posted 10 December 2020 by Pinstripe Personnel
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Paraplanner

Cardiff

£30,000 - £40,000 plus benefits.

Due to ongoing growth, our client, a successful Wealth Planning firm is now looking for a Paraplanner to join the team. This is key appointment as the role works very closely with the Financial Planners and is an integral part of the advisory service by reviewing, analysing and preparing compliant recommendations for the clients.

The successful candidates will also be required to keep up-to-date with product knowledge, ensure they maintain positive working relationships with internal and external stakeholders and communicate in a confident and friendly way.

Preferably you will be Level 4 qualified or equivalent with previous Paraplanning or Financial Advising experience.

In return you will receive a competitive salary of £30,000 to £40,000 and a benefits package. For more information please send your CV to Douglas McDougall.

Required skills

  • Financial Planning
  • Paraplanning
  • Independent Financial Advice
  • para planning
  • Wealth Planning

Reference: 40837246

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