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Paraplanner
Cardiff
Office based role
Up to £40k
This role is best suited to those who have 2 years+ Paraplanning experience with good knowledge of pensions, including drawdowns, pension switches, SIPPs and SSAS. Level 4 Diploma desirable but not required. Salary up to £40k.
The Role
Within the role, you will be compiling case files to a compliant standard, producing suitability reports, whole of market research, data gathering, provider liaison and analysis of existing arrangements. You will be working closely with the advisor, getting a full experience of the advice experience from a Paraplanning point of view. Pensions experience is preferred.
The Business
The business is an independent financial services firm who have been in operations for over 10 years, connected to a well-established accountancy firm based in Cardiff. They provide tax and financial planning solutions for both corporate clients.
The Benefits
- Salary up to £40k
- 25 days holiday + bank holidays
- Flexible working hours (Core time system)
- Company pension
- Death in Service life insurance
- Optional private healthcare scheme
Apply
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
