Job Description
Quick Questions:
* Do you have Paraplanning experience?
* Do you have experience using Intelligent Office and FE Analytics?
* Are you looking for a hybrid full time Paraplanner role in Cardiff?
Benefits:
* Contributory pension scheme (with salary exchange)
* Non-contributory death in service cover
* Non-contributory income protection scheme
* Private medical insurance (after a 6-month qualifying period)
* 33 days holiday, including bank holidays
* On-site office parking
About the Company:
Boutique firm of Chartered Financial Planners, with a strong culture founded on the principle of truly independent financial advice.
Key Duties for this Paraplanner role:Prepare high-quality client documentation, including:Suitability reportsClient-specific illustrationsKey Features Documents
* Prepare existing client files for periodic reviews.
* Attend adviser debriefs following client meetings and accurately receive instructions.
* Assist with investment research projects and compliance file checks.
Skills Required for this Paraplanner role:
* Excellent report writing and written communication skills
* Detailed working knowledge of investment platforms (experience with Aberdeen and AEGON ARC advantageous)
* Exceptional attention to detail and accuracy
High level...