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Paraplanner Cardiff
Posted 2 days 10 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
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
The Progress Shed
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