Cardiff (Caerdydd)
£25000 - £30000 per annum
02 Aug 2017
16 Aug 2017
Paraplanner Location: Cardiff Salary: £25,000 - £30,000 per annum Ambridge Harris are currently supporting a successful and growing Cardiff based IFA firm in recruiting for a Paraplanner. Our client offers investment advice and effect transactions across a range of financial vehicles including investments, pensions and life assurance for individual clients. The successful candidate will be able to provide a high level quality service on a professional but personal basis which reflects their clients' needs and expectations. They will be responsible for the preparation of letters of advice and reports for private clients that meet holistic financial advice needs and are in line with FCA rules and the firm's procedures. Previous experience in a Paraplanner role or IFA supporting position and a passion for developing a career as a Paraplanner is essential. Ideally qualified to Level 4 however we will consider applicants who are close to qualifying. Duties will include: Drafting reports, letters and emails Summarising historic advice Providing ongoing support to advisers Answering and dealing with client and adviser queries Updating and maintaining records through use of Adviser Office and/or Intelligent Office Meeting with product providers and reporting back to the team and wider company on market developments Product and investment research Drafting specialist ad-hoc reports as required Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds. This job was originally posted as