Job Details

Paraplanner / Trainee IFA - Cardiff

Sector:Financial Services

Region : Wales

Location: Wolverhampton

Salary: £20,000-30,000 + benefits

Job Ref.: SL:TRWLPPWV

Job Information

A small and highly successful IFA business with a fantastic reputation are looking to add a para-planner to their growing team near Cardiff.

The ideal candidate will be as follows:

• DipFA Qualified or interested in doing the examniations
• 3 years’ experience as a paraplanner at a chartered IFA firm or consultancy rather than a bank/provider
• Highly experienced in writing valuation reports and suitability letters
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems
• Interested in roles which would support progression to advisor level
• A keen eye for detail and administrative experience

If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between Β£20,000-Β£30,000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.