£40,000 to £50,000 Per Annum
Paraplanner - Cardiff
Salary negotiable up to c£50k full company benefits and bonuses
This regional Financial Planning practice, are seeking a highly skilled Paraplanner to join their team, due to the increased workloads brought about through continued growth.
They provide HNW private clients with a full range of financial solutions. They pride themselves on the quality of our advice and the first class, professional service they offer their clients. They continue to enhance their reputation, resulting in increased client numbers.
As such, they require an experienced Paraplanner to enhance their Adviser support infrastructure. Working directly alongside the practice directors, you will play a pivotal role in the advice process, undertaking research to identify suitable providers, products and investment funds to meet the clients’ needs. Preparing and producing clear and concise recommendation reports and suitability letters, as well as ensuring that all client information and files remain compliant.
You must be an effective communicator, both verbally and written and at all levels, as you will have interaction with clients. Ideally, you will already be Diploma qualified and progressing to chartered status, although they will consider applications from outstanding individuals that are in the process of obtaining the necessary qualifications.
It is essential that you have previous experience of a similar position, including exposure to writing financial reports, and you must be completely up to date with the financial planning process. Attributes such as good organisational, time management and interpersonal skills, as well as the ability to effectively prioritise your workload, are considered prerequisite.
A strong working knowledge of the regulated financial services market
A technical background to facilitate drafting of client facing reports
Knowledge of Microsoft Office applications and IT literate
Database and client management
Ability to build strong working report with clients and professional connections
Candidates must be Level 4 Diploma qualified (or equivalent)
For immediate consideration please forward your CV to firstname.lastname@example.org