Paraplanner

Templegate Recruitment
Specialists in Financial Services Recruitment

Position: Paraplanner

Location: Cardiff

Benefits:

* Parking

* Hybrid Working

* 30 days Holiday plus time off at Christmas

* Exam Funding

Salary: £33,000 - £37,000 depending on experience and qualifications

About the Company:

Our clients have been assisting individuals and businesses in developing financial plans since 2004. They prioritize understanding their clients' needs and aspirations, believing that a tailored approach is essential for effective financial planning.

As a reputable and trusted firm, they are now looking to take on an experienced Paraplanner.

Join our client to be part of a dedicated team that values client success and professional growth.

Role Overview:

The Paraplanner will support financial advisors by preparing detailed financial plans and reports, conducting research, and ensuring all advice is compliant with industry regulations. This role is critical in helping deliver personalised financial strategies that address clients' challenges and goals.

Key Responsibilities:

* Collaborate with financial advisors to understand client needs and objectives.

* Prepare and maintain comprehensive financial plans and reports.

* Conduct thorough research and analysis on various financial products and services.

* Ensure all financial advice complies with regulatory standards.

* Assist in the preparation of client review meetings and follow-up actions.

* Maintain up-to-date knowledge of industry trends, regulations, and best practices.

* Provide technical support and detailed information to advisors and clients.

Requirements:

* Experience with Intelligent Office (IO) back-office system.

* Minimum of 2 years of experience in a paraplanning role.

* Relevant financial planning qualifications (e.g., Diploma in Financial Planning, Certified Financial Planner).

* Strong knowledge of financial products, investment strategies, and regulatory requirements.

* Excellent analytical and research skills.

* Proficiency in financial planning software and tools.

* Strong attention to detail and organisational skills.

* Excellent communication skills, both written and verbal.

* Ability to work independently and as part of a team.

To seize this opportunity, submit your application today. If your profile aligns with our criteria, one of our specialist consultants will connect with you to delve deeper into the role and assist with your CV submission. During this interaction, we aim to uncover your unique skills and motivations and may suggest other relevant opportunities that match your requirements.

Due to the high volume of applications, we regret that we cannot provide individual feedback. If you haven't heard from us within 7 days, please assume that your application has not been successful