I'm currently partnered with a leading IFA group who require a Paraplanner to join their team in Rhondda Cynon Taff. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.
The business local to Rhondda Cynon Taff offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.
Responsibilities:
- Preparing pre-approval documentation prior to report writing
- Utilising all technology to produce accurate solutions for clients
- Providing accurate, timely and compliant suitability reports
- Ensuring all advice documentation is compliant according to FCA guidelines
- Working with the adviser to gather sufficient client information
Perks:
- 30 days annual leave + bank holidays
- 10% bonus
- Flexible and hybrid working
- Private medical insurance
- Healthcare cash plan
- 5% employer pension contribution
- Study support to develop and progress
The successful candidate will need to be based local to Rhondda Cynon Taff and be Level 4 Diploma qualified or nearing completion of.
If this role sounds like it could be for you, and you would like some more information please send your CV to
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