Paraplanners

Recruiter
Anonymous
Location
Cardiff
Salary
33000.00 - 35000.00 GBP Annual + DOE) + Bonus + Benefits
Posted
20 Jul 2018
Closes
17 Aug 2018
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is an experienced firm of independent Financial Planners based in Cardiff, London, & Bristol. They support families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking and require several paraplanners at their office in Cardiff.

Our client is fully accredited by the Chartered Institute of Securities and Investments and have won a large number of recent industry awards.

Key role and Responsibilities of the Paraplanner:
• Provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports.
• Contacting third parties and providers to gather detailed information.
• Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client's objectives.
• Participate and contribute to the investment committee meetings.
• Analyse and provide specific client portfolio reporting.

Qualifications and experience required for the Financial Planner:
• GCSEs Grades (A-C/1-3) in Mathematics and English
• Certificate in Financial Planning or equivalent.
• Candidates must have good IT skills and excellent telephone manner.

Applications required ASAP as interviews will commence immediately.

Referral Fee:
Due to a number of Financial Planner roles being required by our client - If a candidate is referred by an individual and is successfully appointed a fee of GBP250 will be paid to the person making the referral.

In return, you can expect a very GBPcompetitive salary, superb career opportunities and personal advancement as the company is growing exponentially and possesses a work based culture that any employer in this sector will be hard pressed to beat

More searches like this