Paraplanner

Zoek Pin Cardiff - This Area Only

33000.0000 - 36000.0000

Permanent (Full time)

Posted 6 days ago

THE ROLE

You will provide holistic paraplanning support to high performing financial advisers

You will work closely with advisers and administrative support teams to research, analyse and compile Financial Planning reports

All clients are individuals looking to plan in order to secure their financial futures. Your knowledge, expertise and collaborative approach to the paraplanning role is key.

WHAT'S IN IT FOR YOU?

If you’re the right kind of paraplanner to join us, you’ll find:

  • A company that wants you to be a success and will do everything we can to make it happen
  • A company that will invest heavily in your professional development and keep you at the leading edge of technology
  • A company that that offers truly holistic financial advice

RESPONSIBILITIES

  • Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
  • Compile investment, pension and protection illustrations, projections and associated documentation
  • Prepare suitability reports, client service agreement letters and assist in checking valuations
  • Ensure client files comply to both FCA regulations and internal policy and procedure

EXPERIENCE AND SKILLS

  • Have secured a number of financial qualifications and striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning
  • Have previous experience of working as a Paraplanner
  • Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries

This is a fantastic opportunity to join a market leading company who provide career development and an attractive renumeration package

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