Paraplanner

Heat Recruitment

Posted a day ago, valid for 6 days

Cardiff, South Glamorgan CF5 1DR, Wales

Full Time

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Sonic Summary

An experienced Paraplanner is sought to join a reputable Financial Services firm in Cardiff, offering a salary of up to £40,000.
The firm is expanding and aims to support its Financial Planners with a tailored role that aligns with individual skillsets.
Key responsibilities include preparing suitability letters, reports, and recommendations, as well as providing technical support for complex client queries.
Candidates should have prior experience in a Paraplanning role to be considered for this opportunity.
The position promises a collaborative team environment that fosters career development within a prestigious organization.

ParaplannerCardiffup to £40,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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