Wealth Planning Executive - Paraplanner
A profitable and fully independent IFA Practice based in Cardiff currently has a requirement for an experienced Paraplanner to join their long established, friendly team. You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be responsible for providing a full technical paraplaning service.
The role includes managing new and existing relationships and ensuring that all research and necessary reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to business development needs.
My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards.
Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a technical paraplanning role within an IFA. In return, my client can offer a highly competitive salary and an excellent benefits package including a bonus. Most importantly, they offer a stable working environment in a highly profitable business with a history of looking after their staff which is reflected in an exceptionally low staff turnover.