Paraplanner
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Location:
Cardiff
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Sector:
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Job type:
-
Salary:
Up to £45000 per annum
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Contact:
Nadine
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Contact email:
cardiff.branch@brookstreet.co.uk
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Job ref:
CAR/808344_1642417103
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Published:
about 2 years ago
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Expiry date:
28/02/2022
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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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