We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who are currently undergoing a period of sustained growth.
Their team of professionals are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more.
Key Responsibilities
- Assist in the preparation of detailed financial plans and reports.
- Conduct research on financial products, investment strategies, and market conditions.
- Analyse client portfolios and provide recommendations based on findings.
- Maintain accurate and up-to-date client records and financial data.
- Ensure compliance with regulatory requirements and company policies.
- Provide administrative support to the financial planning team as needed.
Requirements
- Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered.
- Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong written and verbal communication skills.
- Ability to work both independently and as part of a team.
- Desire to pursue a career in financial planning and attain relevant certifications
What’s On Offer
- Basic salary to £35,000
- Discretionary bonus & benefits package
- Hybrid working
- Opportunities for professional development and career advancement
- Supportive and collaborative work environment
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
