Cardiff, United Kingdom
Job Type


£28,000 to £34,000 plus benefits and bonus

Paraplanner required by a multi award winning financial planning practice that covers a full range of financial planning including retirement planning, Investments, Protection, Tax and Estate Planning.

As the Paraplanner, you will provide technical support to Financial Planners in the delivery of their advice to clients. This support includes research and analysis, preparing suitability letters and writing client reports. Duties will also include cashflow modelling and preparing for client meetings whilst liaising with Providers, Clients and Individuals daily.

Applicants must have Paraplanning experience, preferably within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous

If you are interested in this position, please call Chris Johnston on 07860 939 925or click the apply button below or you can also email your details to JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

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