Paraplanner - Cardiff, Wales

Ref: 1593Tuesday 11 June 2024

Up to £35,000

Join a fast-growing, forward-thinking independent financial advice business that's in an exciting phase of growth. We are looking for driven and dedicated members to be part of our client's journey as they expand and enhance their services.

Role Overview: We are seeking a talented Paraplanner to join our dynamic team. In this role, you will provide essential support to a team of financial advisers, helping to ensure the delivery of exceptional service to their clients.

Key Responsibilities:

  • Conduct research and analysis to support financial advice provided by advisers.
  • Prepare and maintain client files.
  • Develop financial plans and reports.
  • Assist with client reviews and the formulation of advice.
  • Liaise with clients and other professionals as required.

What We Offer:

  • Salary:  up to £35,000 per annum.
  • Flexible Working Arrangement: Post probationary and training period, you will have the opportunity for a flexible working arrangement, combining office and home working.
  • Working Hours: Choose between 8am-4pm or 8:30am-4:30pm to suit your lifestyle.
  • Holiday: 30 days per year (including bank holidays) plus additional discretionary time off at Christmas, usually resulting in office closure between 23 December to 2 January.
  • Professional Development: Exam funding available (subject to contract agreement).

Qualifications and Skills:

  • Relevant qualifications and experience in financial planning.
  • Strong analytical and research skills.
  • Excellent communication and interpersonal abilities.
  • High attention to detail and organisational skills.
  • Ability to work independently and as part of a team.

Why Join Us? Becoming part of our team means joining a company that values innovation, professional growth, and a supportive work environment. As we continue to grow, there will be ample opportunities for career progression and personal development.

If you are a driven Paraplanner looking to take the next step in your career, we would love to hear from you. Apply now to join our dedicated team and be a part of our exciting journey.

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