UA-185291695-1 Paraplanner, Jobs, 335

Paraplanner

Paraplanner - Cardiff, Wales

Ref: 335Tuesday 16 November 2021

£28,000 - £30,000

I am working alongside a reputable financial planning practice with offices 5 minutes from Cardiff Train Station, are currently seeking a Paraplanner to join their team.

The company have onsite parking and are also offering flexible working/WFH arrangements.

Responsibilities:

  • Technical support to one of the 3 Directors
  • Research the most suitable product and tax wrapper
  • Write suitability letter reports for investment, pension, protection and inheritance tax cases
  • Respond to technical client queries relating to trusts defined benefit pensions and tax

Skills:

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Experience using IO is prefferable

If this sounds like the role for you, please apply and we would be happy to discuss the details through with you.