Job Description

Our client is a boutique Wealth Management business based just on the outskirts of Cardiff. They work in modern and open plan offices and provide holistic financial planning and investment services.

As a modern day wealth manager this organization has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office.

Their current requirement is for a Paraplanner to join the business to assist in providing technical assistance to the Directors and Financial Planners. You will be working within the Paraplanning team and will have regular client contact; you will also be provided full administrative support from the in-house admin team which will allow you to focus on more technical duties.

This is an excellent opportunity to join a young and dynamic organization who will offer the successful candidate a fruitful career. The company have a proven track record helping their staff to achieve market and support progression within the business. Applicants will hold the Diploma in Financial Planning although experienced candidates within 1 or 2 exams will also be considered.

Required Knowledge, Skills, and Abilities