Paraplanner

Paraplanner

Cardiff

Office based role

Up to £40k

This role is best suited to those who have 2 years+ Paraplanning experience with good knowledge of pensions, including drawdowns, pension switches, SIPPs and SSAS. Level 4 Diploma desirable but not required. Salary up to £40k.

The Role

Within the role, you will be compiling case files to a compliant standard, producing suitability reports, whole of market research, data gathering, provider liaison and analysis of existing arrangements. You will be working closely with the advisor, getting a full experience of the advice experience from a Paraplanning point of view. Pensions experience is preferred.

The Business

The business is an independent financial services firm who have been in operations for over 10 years, connected to a well-established accountancy firm based in Cardiff. They provide tax and financial planning solutions for both individual & corporate clients.

The Benefits

• Salary up to £40k
• 25 days holiday + bank holidays
• Flexible working hours (Core time system)
• Company pension
• Death in Service life insurance
• Optional private healthcare scheme

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.