Hybrid Paraplanner: Wealth Planning & Research in Cardiff

Hybrid Paraplanner: Wealth Planning & Research in Cardiff

Cardiff Full-Time On-site
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AFH Wealth Management is seeking a Paraplanner to join our Cardiff Gate Office on a hybrid basis. This full-time, permanent role offers a competitive salary and benefits as part of a growing financial advisory team.

As Paraplanner you will conduct comprehensive financial research using approved tools, prepare investment reports, assess plan information, and contribute to regulatory and technical development with senior staff. Experience in an IFA environment is preferred.

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Hybrid Paraplanner: Wealth Planning & Research in Cardiff employer: AFH Financial Group.

AFH Financial Group is an exceptional employer that prioritises a client-first service approach, fostering a supportive and collaborative work culture in the vibrant town of Bishop's Stortford. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while working in a dynamic environment that values teamwork and innovation.

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Contact Details:

AFH Financial Group. Recruitment Team