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Paraplanner
Unleash Your Potential as a Paraplanner!!
If you're yearning to work in an environment where every moment counts and your expertise translates into genuine financial solutions, look no further. We're on the hunt for a driven and dynamic Paraplanner to join a directly authorised IFA firm in Cardiff.
The salary range for a Paraplanner is up to £35,000
Everyone in this IFA firm now work a 4-Day Week (Fridays off, for the whole team) they do not condense hours or work longer in the week either. Simply Mon-Thursday 0900-1700
As a Paraplanner, you'll be at the forefront of our clients mission, turning data into financial masterpieces. Your role will be a symphony of innovation, analysis, and precision. You'll undertake a range of exhilarating tasks:
- Prepare intricate and detailed Cashflows for clients, breathing life into their financial goals
- Translate the Financial Planners meeting notes into actionable instructions.
- Unravel the data from client meetings, collaborating with Planners through debriefings to establish the perfect recommendations.
- Dive into data from clients and providers, leveraging research tools to craft bespoke solutions tailored to their unique needs and objectives.
- Forge connections with third parties and providers, extracting intricate details
- Craft Suitability Letters and Financial Planning reports that resonate, painting a vivid picture of accuracy, personalisation, and alignment with clients' objectives.
Our ideal candidate possesses:
- A flair for financial analysis
- A background in financial planning, investments, or related fields.
- An impeccable attention to detail and an innate drive for excellence.
- Strong communication skills, both written and verbal.
- An ability to navigate complex data with ease.
- A proactive approach to learning and growth.
Reference: 52944693
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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