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Paraplanner

  • Location:

    Cardiff

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum

  • Contact:

    Kerry

  • Contact email:

    cardiff.web@brookstreet.co.uk

  • Job ref:

    CAR/805359_1539850439

  • Published:

    over 5 years ago

  • Expiry date:

    17/11/2018

  • Startdate:

    19/11/18

Job Description

Our client based in St Mellons are looking for an experienced Paraplanner to provide technical and research support to Financial Planners in the delivery of their advice to clients.

This support includes completing research and analysis, preparing suitability letters and writing client reports.

You will be preparing new and existing client cashflows ready for meetings.
Interpreting data obtained by Planners and establishing with the planner the correct recommendation to be taken.
Analysing data received by clients and contacting third parties and providers to gather detailed information.
Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client`s objectives.

Ideally you will have GCSE`s Grades A -C in Maths and English and hold the Certificate in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.

Please Apply Now

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