Paraplanner - Cardiff

Recruit UK
12 Jan 2018
13 Feb 2018
Contract Type
Full Time

We are working alongside a well-established Financial Planning firm in Cardiff who are looking for an experienced Paraplanner to join their company. Our client is going through a growth period and expanding their team. The company specialise in pensions and investment advice where building longstanding relationships with their clients is paramount.

Working closely with the support team you will be required to provide efficient paraplanning and administration support to their financial advisers where your duties will involve extensive report writing, compliance and undertaking research in support of the advisory team.

You will be Level 4 Diploma qualified alongside the willingness to develop your skills and qualifications further with relevant experience in paraplanning, report writing with an analytical and methodical approach. You will also have extensive experience in using back office systems.

Our client has a very friendly, positive environment so you will be a team player, hard working with a positive attitude and excellent communication skills. Additional duties will include acting as an additional liaison regarding new and existing research for the company and being pro-active in participating within practice meetings.

A professional appearance and demeanour are essential for this post as is having strong organisational skills.

In return, the successful applicant will receive a salary c£30,000 - £40,000 (dependent on experience) with potential to progress within a well-regarded company. To discuss this role in more detail, please contact Ryan Bartlett at Recruit UK on 01179-170410 (Please quote reference 12150).