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MVP Limited
,
Cardiff, South Glamorgan
Paraplanner - Cardiff - £45,000 plus bonus
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
Our client is a highly reputable Chartered Wealth Management firm with their head office in Cardiff. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments. The Opportunity Our client is looking for either a Paraplanner or Junior Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. You will be responsible for writing high quality suitability reports for high net worth clients and providing a bespoke wealth management service. Full training will be provided for more junior levelled paraplanners. What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this Previous experience within a dynamic IFA Practice within a Paraplanning role. High level of analytical capability and good communication skills