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Job Description
Cardiff
Salary Competitive TypePermanent WorkplaceOn-Site Ref89777Recruiter Managing This Role
Senior Paraplanner Hybrid (23 days office)
Salary up to £50,000 + bonus & benefits
An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team.
Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base.
The Role:
Conduct detailed research and analysis of client financial arrangements
Undertake investment portfolio and asset allocation analysis
Prepare investment, pension and protection illustrations
Write clear, accurate suitability reports and service documentation
Support annual client revi...