Paraplanner - Basic Salary to - Cardiff, United Kingdom - mbf.

mbf.
mbf.
Verified Company
Cardiff, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Mbf are working with a very successful boutique Financial Advisers just north of Cardiff to recruit an experienced Paraplanner.

Our client are well established and have an excellent reputation, they are a growing business that have managed to maintain theirfriendly company feel.


They are now seeking to recruit a Level 4 qualified individual who is happy to stay within a technical Paraplanning capacity.

This position will be responsible for supporting the companies Directors & successful IFAs, this will be a vital part of the teamand you will have a genuine impact in the advice process.


  • Strong technical knowledge of financial planning and investment products
  • Excellent research and analytical skills
  • Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
  • Attention to detail and ability to work to tight deadlines
  • Advanced experience with financial planning software
  • Strong organizational and time management skills

Responsibilities:


  • Supporting financial advisors with research, analysis and report writing
  • Preparation of financial plans, investment reports and suitability letters
  • Liaising with clients, product providers and other professionals as required
  • Maintaining accurate records and ensuring all files are kept up to date
  • Staying up to date with industry regulations and market changes

In return the client is offering:

  • Basic salary to £50,000
  • Generous bonuses
  • Good holiday entitlement
  • Friday afternoons off all year round
  • Hybrid working split between office & home
  • Additional benefits including: noncontributory pension, PMI etc
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