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 0L

Please refer the Job description for details