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Senior Paraplanner

  • Job Type: Permanent

Description

This role is working a growing National Advice firm within the Cardiff office, with over 400 years heritage. A secure firm that has ambitious growth plans. You will be the first Paraplanner into the hub and will help shape, grow and develop the team around you. The team The team of 22 Wealth Planners provide a financial advisory service on all aspect of regulated advice, including pensions and tax advice and general guidance on financial issues. What you'll do Assist the team's Wealth Planners in managing clients planning needs and solutions Be an additional point of contact when the Wealth Planners are not available or busy and, therefore, to develop a relationship of trust with the clients Responsibility for the timely drafting of client advisory letters to be signed off by the relevant authorised advisory personnel To maintain asset and income schedules for all advisory clients, including large family groups and individual clients and share these within the firm where required To assist the Planners in assessing available options and solutions for clients Whats in it for you! Market leading salaries Training and development - full commitment to help you with exams Working with the latest leading technology Progression available for those wanting to move into adviser or manager functions Market leading benefits and reward packages You will hold level 4 or ideally level 6 and have integrity, passion, and a real team spirit. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
  • Job Type: Permanent

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Sheffield, Wales, England, South Yorkshire, United Kingdom

  • Ad ID:  16114052
  • Ad Type:  Offered
  • Posted on:  04/10/2020, 02:55
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