Vacancy Detail


Recruit Wealth are delighted to be representing an award winning Financial Planning organisation to seek an experienced Paraplanner for their Cardiff based practice.

This well placed and highly successful business are very keen to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage their High Net Worth clientele.

Your role will be to conduct detailed research and create reports of the client’s current situation in the short, medium and long term relating to their financial goals.

You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners in partnership.

The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business.

You will have in depth knowledge of Pensions, Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious, modern and forward thinking firm.

Opportunities to progress to Adviser are available but this ins not a prerequisite to be considered for interview.

A generous salary and company benefits are all available within this role.

Please apply for an immediate response.

Location: Cardiff | Salary: 35000 - 40000 per | Job type: Permanent | Posted: 01/09/2020