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Paraplanner

  • Location:

    Cardiff

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    Up to £45000 per annum

  • Contact:

    Nadine

  • Contact email:

    cardiff.branch@brookstreet.co.uk

  • Job ref:

    CAR/808344_1642417103

  • Published:

    about 2 years ago

  • Expiry date:

    28/02/2022

  • Startdate:

    01/02/22

Job Description

Paraplanner

My client is looking for a Paraplanner to join their team. Your responsibilities will be to provide technical and research to support Financial Planners in the delivery of their advice to clients.

Specific duties and responsibilities

  • Preparing new and existing client Cashflows ready for meetings
  • Receiving instructions from Financial Planners following client meetings
  • Analysing data received by clients and providers to provide solutions to meet clients needs.
  • Implementing agreed actions
  • Monitor Negative Cash positions for clients on a monthly basis and recommend solutions
  • Participate and contribute to the investment committee meetings
  • Keep up to date with legislation and product changes
  • Ability to work efficiently under own initiative with impeccable attention to detail

Qualifications

  • GCSE Grades (A-C/1-3) in Mathematics and English
  • Ideally hold the certificate in Financial Planning or Equivalent.
  • Must be prepared to study up to level 6 qualification with a Recognised Professional Body
  • Good IT skills and excellent telephone manner
  • Must be prepared to undertake your Continuing Professional Development (CPD)

Benefits

  • 28 Days holiday + Bank Holidays
  • A week off in between Christmas and New year - without eating in to your allowance
  • Company pension
  • Private Medical Insurance
  • Free Parking on site
  • Summer and Christmas discretionary bonus
  • Team away day every January
  • Separate client and staff Christmas

Please apply if you are interested or have any questions in relation to the role.

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