Job Title: Paraplanner
Location: Cardiff
Salary: £27,000 - £37,000
The Company:
The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff. They provide specialist advice on Investments, Pensions, mortgages and protection, helping clients to manage their finances and making the process easy for everyone. A professional company that supports and develop all their members of staff and push them to be the best they can be.
They are looking for a Paraplanner to join their friendly team, to provide technical support to their professional team of advisors. The candidate can be fully qualified or working towards their Diploma.
They offer other great benefits such as flexible start times, additional leave, progression opportunities and other great benefits.
Responsibilities:
- Writing suitability reports on a range of financial products
- Performing research on both products and providers
- Summarising recommendations from the Financial Advisers
- Prepping documents ahead of Annual Reviews
- Maintaining and developing technical knowledge
The Required Skills:
- Level 4 Diploma Qualified in Regulated Financial Planning (desirable)
- Previous experience working within an IFA in a Paraplanning position
- Ability to interpret data
- Excellent written and verbal communication skills
- Strong knowledge for both Pensions and Investments
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.