Our client, an Independent Chartered, whole of market Financial Advice firm, is expanding their team. Built on culture and work ethic, they pride themselves on their attention to detail and service, putting their clients at the heart of everything they do to demystify wealth management and make it personal.
They are a supportive close-knit team that value each other, works hard but has fun along the way and welcomes applications from like-minded individuals.
Paraplanner Cardiff Gate
£30,000 - £42,000 depending on experience
* 6 monthly profit share bonus
* Full Time, Permanent - 37.5 hours Monday to Friday
* Hybrid working after 3 month probation period
Paraplanner Qualifications
* Level 4 Diploma qualified with Level 6 exams (AFs) preferable
* Long-established track record in Regulated Financial Services
Role and responsibilities
1. Effectively and efficiently build relationships and confidently speak to clients
2. Review, check & formalise a file to completion with the Financial Analyst
3. Attend joint client meetings with the Financial Adviser if required
4. Meeting with fund managers & product providers for research & diligence purposes
5. High quality suitability report writing
6. Competent on research tools Selecta pension, Synaptics, Trustnet and Cashflow modelling t...