Paraplanner - Cardiff - Salary £35k - £50k

£35,000 - £50,000 yearly
  • Recruit UK
  • Cardiff, UK
  • 25/09/2018
Full time Paraplanner

Job Description

Our client is a successful wealth management firm that provides advice to HNW (high net worth) clients which incorporate private individuals and corporate clients in all areas of financial planning including Pensions, Investments and Tax Planning.

They have established long-standing relationships and emphasise the need for trust and professionalism.

This is an excellent opportunity for an experienced Paraplanner to work with our client. The ideal candidate will be Level 4 Diploma qualified, have a comprehensive knowledge of financial products (especially pensions and investments), strong analytical and research skills and excellent report writing skills.

Main duties will include:

  • Working closely with the Practice Manager and Advisers
  • Preparing and drafting suitability reports encompassing a broad range of financial products
  • Providing client liaison and attending client meetings
  • Ensuring Compliance procedures are adhered to at all times
  • Using back office software tools to manage workload
  • Providing full Paraplanning support to the business

This is an excellent opportunity to join a successful and growing wealth management practice, in return they are offering a very competitive salary of up to £50,000 (dependent on experience and qualifications) with bonus and benefits for the right candidate.

 For more information on this role, please contact