Junior Paraplanner

  • Location

    Cardiff

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £22000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3321_1641989410

  • Published:

    6 days ago

  • Expiry date:

    2022-02-11

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

A successful Chartered Financial Planning practice based in the centre of Cardiff are in the market to recruit a Junior Paraplanner to join their team. The business are specialists in their sector, providing holistic advice to HNW & UHNW clients - they are a boutique company with a friendly & professional team.

They are now seeking to recruit a Junior Paraplanner to work closely with the firms Paraplanners and Financial Advisers. In this role you will be responsible for providing full technical administrative support & low-level Paraplanning support, with the view of progressing your skills & knowledge - which will allow you to progress into a Paraplanning position.

You will work with both the firms Technical Paraplanners (who will provide ongoing training and guidance) and the firms Administration team who will provide you with support. Individuals who hold RO exams already would have an advantage.

This is a great opportunity for an Administrator who is looking to take the next step of their career. You will be provided with full training & support, help with market exams and opportunities to progress into Paraplanning and beyond.