We are currently working with a boutique firm of Chartered Financial Planners in Cardiff to recruit an experienced Paraplanner. Our client offer a range of Financial Advisory and Investment Services to both private and corporate clients across the South Wales and the South West.
Due to continued increased business they now have the requirement for a full time Paraplanner to join their team. You will be providing technical Paraplanning support to two Senior Financial Planners/Directors and large proportion of the role will be role will be reviewing investment portfolios.
The ideal candidate with have strong Financial Services experience and will ideally have strong Investments knowledge. You should have the Diploma in Financial Planning and any additional exams towards Chartered would be preferred, although not essential.
You will have an experienced Administration team working with you, they will undertake the majority the Administration which will allow you to spend more time with the Advisers and clients.
This is a great opportunity to join a growing business where you can have a long term and profitable career. On offer is a competitive basic salary with company benefits and free parking.