Our client is a growing prestigious financial services firm that provides advice to both private and corporate clients in all areas of financial planning.
They believe that the strength in their business comes from their personnel where they have teams of advisers and support staff that are highly trained and qualified.
This is an exciting opportunity for an experienced Paraplanner to work with our client based in their Cardiff office. The right candidate will be Level 4 Diploma qualified and be willing to develop their skills and qualifications further. Additionally, they will have relevant experience in report writing with an analytical and methodical approach.
Main duties will include:
· Providing full paraplanning support to 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 market leading organisation with the opportunity to progress within the company. A competitive salary of up to £42,000 is on offer with a twice-yearly bonus among other benefits.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email firstname.lastname@example.org (quote – Ref – 12349).