Our client is a boutique financial planning business based on the outskirts of Cardiff. Their growing team is currently seeking to recruit an additional Paraplanner due to increased business levels and expansion.
This organisation specialise in providing both private client and employee benefits advice to clients within Wales and the South West. Their current requirement is for a Paraplanner to join the business to provide technical support to an Adviser on a one to one basis.
Candidates will ideally hold the Diploma in Financial Planning although this is not essential. You should have experience working within a Wealth Management/Financial Planning business as a Paraplanner previously. You will be given full support for all market exams and will be given the opportunity to further progress your career within the company.