Paraplanner - hybrid working
19 Days Old
Paraplanner - Wealth Management/IFA Location: Cardiff - hybrid working, ideally 2 days in the office but open to discussions
Salary: Competitive (dependent on experience and qualifications)
Job Type: Full-time, Permanent
My client-are a focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking an experienced and qualified Paraplanner to provide high-level technical and research support to our advisers.
Day-to-Day of the Role: Prepare bespoke, compliant suitability reports for pensions, investments, tax planning, and protection.
Conduct detailed product and fund research using financial planning tools and platforms.
Support advisers in the development of financial plans and client strategies.
Analyze clients' existing arrangements and provide recommendations aligned with their goals.
Assist with technical queries and stay updated on legislative and regulatory changes.
Collaborate with the administrative team to ensure efficient case progression and client communication.
Ensure all advice and documentation meet FCA compliance requirements.
Required Skills & Qualifications: Minimum Level 4 Diploma in Regulated Fina...
- Location:
- Cardiff
- Salary:
- £35,000 - £45,000 per annum, Inc benefits
- Job Type:
- FullTime
- Category:
- Accounting & Finance