Paraplanner

Recruiter
Cordant People
Location
Cardiff (Caerdydd)
Salary
£18000 - £30000 per annum + benefits
Posted
09 Aug 2017
Expires
16 Aug 2017
Sector
Accounting
Paraplanner Cardiff £18,000 - £30,000 - depending on industry specific qualifications Are you currently working as a Paraplanner or Trainee Paraplanner and looking for the next step in your career? Or are you working in an Administrative function within Financial Services and looking to progress in to a Paraplanning role? Are you keen to develop further qualifications in Financial Services as you develop your career? If so, then we'd like to hear from you. Cordant People Cardiff are currently looking to recruit a Paraplanner, who will report to the Paraplanning Team Manager/Office Manager and work to carry out research and analysis, determining the most appropriate products for a client's needs and objectives. Duties to include: Proposing and drafting financial solutions that meet clients' needs and objectives. Assisting with the accurate completion of application and proposal forms if necessary. Assisting the administrative staff to maintain client files to comply with regulatory standards. Under take research both independently and with the adviser to identify suitable solutions to meet the clients' needs and objectives. Prepare financial statements to monitor the development of our clients' financial strategies. Produce Proposal Documentation, Suitability Reports, Policy Replacement Analyses and Client Agreements. Utilise specialist software to aid in the research process. Analyse data obtained by the adviser. Providing records to support research undertaken. Maintain a good level of knowledge and technical understanding of all financial planning concepts and regulatory focuses through the completion of annual CPD. Excellent benefits include: Company pension Flexibility in shifts (8-4 or 9-5) Birthday day off or closest working day Learning & development - support and incentives for R0 exams - supported and incentivised Monthly team lunch Extended time off at Christmas If this sounds like the role for you, please upload your CV as a Microsoft Word document to be immediately considered for the opportunity. Cordant People ltd is an equal opportunities employer. CP4 Cordant is acting as an Employment Agency in relation to this vacancy. This job was originally posted as www.totaljobs.com/job/75463025