Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is going from strength to strength with rapid growth and acquisitional expansion with Private Equity backing. Our client is a well-known, award winning and trusted name, there has never been a better time to join them than now. Main duties: * Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate * Providing accurate, timely and compliant suitability reports * Utilising all technology to produce accurate solutions for clients * Carrying out relevant financial calculations on behalf of the advisers * Proactive self-development and understanding industry changes * Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements * Effectively communicating at all times both internally and externally * Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team * Understand and apply all of the company’s research systems * Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed What credential...