Trainee Paraplanner

  • Location

    Cardiff, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £28000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2187_1574348697

  • Published:

    11 months ago

  • Expiry date:

    2019-12-21

  • Startdate:

    ASAP

  • Consultant:

    #

A boutique HNW practice based on the outskirts of Cardiff is seeking a Trainee Paraplanner to join their Financial Planning team.

You will take on a varied role and provide technical administration support as well as some paraplanning duties to the advisers/directors. You will be dealing with HNW clients, providing technical support and managing the administration of the business efficiently.

You will have worked in a similar position and hold a good level of product knowledge. The successful candidate will ideally have some market qualified candidates but this is not essential.

This is a good opportunity to join a company that has grown over the past few years and has plans to grow even father. You will have an interest in contributing to a growing business giving you potential progression prospects.