Paraplanner

Full Time, Permanent
Chepstow, Wales
Posted 2 weeks ago

Job Title: Paraplanner

Location: Chepstow

Salary: Up to £30k

About the Company:

Our client, an Independent Financial Advisers who offer bespoke advice to clients throughout the UK are looking to recruit a qualified Paraplanner to join the team. You will be responsible for the daily tasks supporting the IFA’s, playing a key role by providing an efficient and smooth process, ensuring clients get the best results.

Job Description: 

Duties will include:-

  • Undertaking research
  • Creating reports
  • Calculations
  • Financial planning analysis and report writing
  • Ensure all documentation, reports and recommendations are prepared
  • Client communication
Skills and experience needed (essential or preferred):

The ideal candidate will have the following skills and experience needed:-

  • Qualified Paraplanner

  • Previous experience within a fast-paced IFA Practice

  • Excellent communication and analytical skills

For more information or to send applications, please contact Melanie Phillips on melanie@cfrecruitment.co.uk.

Job Features

Job CategoryFinancial Advice, Financial Services, Investment Finance, Wealth Management

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