Our client is a fully independent and highly profitable Financial Planning practice based in Cardiff. Their currently requirement is for an experienced Paraplanner to join their professional and qualified team.
The role will be to work closely with the firms Financial Planners and will be responsible for providing a full technical paraplanning service. The role includes managing new and existing relationships, ensuring that all research and necessary reports are completed on a timely basis with the ultimate aim of freeing up time for the Adviser to devote more time to business development needs.
My client is seeking to employ a hard working individual and a good team player who will fit in with the overall shared goal of helping the company to grow and move forwards. Candidates will ideally be qualified to DipPFS level (although exceptional candidates working towards this may also be considered) and must have previous working in a technical paraplanning role within an IFA.