Full job descriptionBenefits
*Competitive salary of £40,000 – £50,000
*Supportive and professional working environment
*Opportunities for professional development and progression
*Ongoing training and support
Location: Cardiff, South Wales
Salary: £40,000 – £50,000 per annum
About the Company
Our client is an established and growing financial planning firm based in Cardiff. They provide a high-quality, personal service to their clients and are looking for an experienced Paraplanner to join their team and provide high-quality technical support to the Financial Advisers.
Key Responsibilities
*Providing comprehensive paraplanning support to Financial Advisers
*Preparing high-quality suitability reports, Statements of Advice and supporting documentation
*Conducting detailed research into pensions, investments, protection and financial planning strategies
*Preparing and reviewing client recommendations
*Completing cashflow analysis and investment research where required
*Liaising with providers and platforms to obtain information and progress cases
*Supporting the end-to-end advice process from initial research through to implementation
*Maintaining accurate client records and ensuring all documentation is completed to a high standard
*Working closely with advisers to manage workloads and meet deadlines
*Ensuring all advice documentation meets regulatory and compliance requirements
*Keeping up to date with relevant legislation, regulations and industry developments
What We’re Looking For
*Previous experience working as a Paraplanner within an IFA or financial planning environment
*Strong technical knowledge across pensions, investments and protection
*Excellent report-writing and research skills
*High level of accuracy and attention to detail
*Strong organisational skills and the ability to manage multiple cases and deadlines
*Excellent written and verbal communication skills
*A professional and collaborative approach
*Ability to work independently while providing effective support to Financial Advisers
Desirable Skills
*CII qualifications, ideally working towards or holding the Diploma in Regulated Financial Planning
*Experience using Xplan, Intelligent Office or other financial planning systems
*Experience with cashflow modelling and investment research tools
*Previous experience supporting advisers with complex financial planning cases