Our client is a boutique financial planning business with offices in Pontypridd. Due to continued increased business levels, they are seeking to recruit an additional Paraplanner to join their existing team.
This organisiation specialise in providing both private client and employee benefits advice to clients within South Wales. Their current requirement is for a Paraplanner to join the business to provide technical support to an Adviser on a one to one basis. Duties will include; technical report writing, undertaking research on funds, assisting the Adviser with meeting preparation, attending client meetings etc.
Candidates will ideally hold their Diploma in Financial Planning although this is not essential. You will be offered excellent opportunities to develop your career as the business provide full financial backing for exams.
This job was originally posted as www.totaljobs.com/job/76707639