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Our client, an Independent Chartered, whole of market Financial Advice firm, is expanding their team. Built on culture and work ethic, they pride themselves on their attention to detail and service, putting their clients at the heart of everything they do to demystify wealth management and make it personal.
They are a supportive close-knit team that value each other, works hard but has fun along the way and welcomes applications from like-minded individuals.
Paraplanner Cardiff Gate
£30,000 - £42,000 depending on experience
- 6 monthly profit share bonus
- Full Time, Permanent - 37.5 hours Monday to Friday
- Hybrid working after 3 month probation period
Paraplanner Qualifications
- Level 4 Diploma qualified with Level 6 exams (AFs) preferable
- Long-established track record in Regulated Financial Services
Role and responsibilities
- Effectively and efficiently build relationships and confidently speak to clients
- Review, check & formalise a file to completion with the Financial Analyst
- Attend joint client meetings with the Financial Adviser if required
- Meeting with fund managers & product providers for research & diligence purposes
- High quality suitability report writing
- Competent on research tools Selecta pension, Synaptics, Trustnet and Cashflow modelling tools.
- Experience in using a CRM system.
- Processing new business applications and chasing outstanding requirements.
- Excellent communication and organisational skills for updating clients, chasing completion of cases and accurately updating diary back office.
- Experience to analyse investment funds.
- Assist with bespoke high net worth tax planning solutions & investment propositions
- Accurately complete complex tax calculations Ability to work under pressure to strict guidelines.
- Support training colleagues or new members of staff
- Positively contribute to the team morale and energy, be a great team player.
- Manage the Investment Committee, research fund performance, strategy, and objectives to present to the advisers
- Personal responsibility to keep up to date with Compliance testing and knowledge
Pay and Benefits Package
£30,000 - £42,000 depending on experience
- 6 monthly discretionary profit share bonus
- Company pension Employer 3%, Employee 4%, Tax Relief 1%
- 25 days + Bank Holidays
- Sick days up to 5 days per annum
- Life Insurance 4 x Salary
- Hybrid working after 3 month probation period
- Wealth & wellbeing program
