Paraplanner Cardiff

Posted 2 days 14 hours ago by The Progress Shed

£40,000 Annual
Permanent
Not Specified
Other
South Glamorgan, Cardiff, United Kingdom
Job Description
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role
  • Technical support to advisers following client meetings
  • Investment portfolio reviews and research
  • Preparation of suitability reports and client documentation
  • Ensuring ongoing compliance a click apply for full job details