Trainee Paraplanner - Cardiff, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Cardiff, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

I am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol.


They are looking for a Trainee Paraplanner to join their team in the Cardiff area, to provide support to the Paraplanners and Advisers in the firm by completing research and analysis, preparing suitability letters and writing client reports.

The firm in question are offering more than a competitive salary.

With career progression prospects tailored to you in Personal Development Reviews, and Summer and Christmas discretionary bonus, you can expect to feel valued and supported through-out yourcareer in Financial Planning.


Responsibilities:


  • To provide support to the Financial Planners and Paraplanners
  • Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings

Skills:


  • Previous experience within an IFA Practice.
  • Studying towards Diploma with a couple of ROs desirable.
  • High level of analytical capability and good communication skills.
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