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Paraplanner/Trainee Financial Planner, Cardiff
- UK - South Wales - Cardiff
- to £28,000 + Benefits
- Full-Time Permanent
- Financial Services - IFA
- Anthony Clay Search and Selection
- 12-11-08
Job Description
The Client
A leading Investment Manager with an established and integrated Financial Planning division. Operting from around 40 offices in the UK, the Financial Planning service is typically offered in all areas with particular focus on tax planning, pensions, investment and business planning.
The Opportunity
Working within an established Financial Planning team of highly qualified consultants, you will be responsible for supporting the advice process by carrying out detailed research and report writing, often for complex fee based advice. This is a prominent position within the team and it is expected that it will lead to an IFA role in the future.
The Individual
You will possess experience within a paraplanning role and/or may currently be an IFA used to carrying out your own research and report writing. FPC qualification is a prerequisite and progression towards Dip PFS status highly desirable.
- Darren Mackie
- NP/1111