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Paraplanner
Hybrid working
Cardiff
Up to £40,000
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term.
The Business
The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow.
The Role
As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.
The Benefits
- Salary up to £40,000
- Hybrid working
- Death in Service (4 x annual salary)
- Private Medical Insurance.
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension above statutory
- Discretionary annual bonus
- 28 days annual leave rising to 30 days after 2 years’ service
How to apply
If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
