Location

Cardiff

Salary Competitive TypePermanent WorkplaceOn-Site Ref89777

Recruiter 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...