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Paraplanner
Location: Cardiff
Salary: Up to £42,000
Duration: Permanent, Full time, Part time
We are working with a well renowned Cardiff based IFA and Accountancy firm who are looking bring on an experienced Paraplanner to support their busy IFA on a 121 basis.
As a Paraplanner, you will work closely the financial planner to provide comprehensive support in the preparation of financial plans. You will be responsible for research, analysis, and the drafting of reports to assist in creating tailored solutions for our clients. This is an excellent opportunity for someone looking to grow their career in financial planning within a collaborative and supportive environment.
Key Responsibilities:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
What We Offer:
- Salary up to £42,000
- Support for further professional development and qualifications.
- 25 days annual leave + bank holidays
- Discretionary annual bonus
- Part time working options
What’s Next?
If you would like to apply for the Paraplanner position please submit your cv now, if you meet the requirements one of our consultants will be in touch with you within 24 hours!
Paraplanner, Financial Planning Technician, IFA, Wealth Management, Financial Services, Independent Financial Advice
