Job Summary:
We are seeking a meticulous Paraplanner to join our team in providing support to our Financial planning Director. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
Duties:
* Assist in preparing financial reports and analysis for clients
* Conduct research on investment opportunities and present findings
* Collaborate with advisors to develop financial plans tailored to clients' needs
* Maintain client records and ensure accuracy of information
* Communicate with clients to gather necessary data and address inquiries promptly
* Utilise Word, Excel, and Outlook proficiently for daily tasks
* Provide exceptional customer service to build and maintain client relationships
Requirements:
* Previous experience as a Paraplanner
* Strong analytical skills to evaluate financial data accurately
* Excellent written and verbal communication skills
* Ability to work independently and as part of a team
* Proficiency in Microsoft Office applications for data analysis and reporting
* Highly organised with great attention to detail
-A desire to become Chartered
If you are a dedicated individual with a passion for financial planning and possess the necessary skills, we invite you to apply for this exciting opportunity as a Paraplanner.
Job Types: Full-time, Permanent
Pay: £45,000.00-£55,000.00 per year
Benefits:
* Company pension
* Free parking
* Private medical insurance
Licence/Certification:
* Diploma qualification in Financial services (preferred)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Cardiff CF3 0LT