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Remote Paraplanner — Technical & Proposition Lead in Cardiff
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Attivo Group
Remote Paraplanner — Technical & Proposition Lead

Remote Paraplanner — Technical & Proposition Lead in Cardiff

Cardiff Full-Time No home office possible
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Overview

A financial planning firm in Cardiff is seeking a Technical Paraplanner. The role involves ensuring the quality of financial advice by reviewing reports and leading compliance processes.

Responsibilities

  • Analysing file trends
  • Drafting reports
  • Maintaining templates

Qualifications

  • Diploma in Regulated Financial Planning
  • Strong knowledge of pensions and investments

Benefits

Salary up to £60,000 along with benefits such as a pension scheme and private medical insurance.

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Contact Detail:

Attivo Group Recruiting Team

View Attivo Group Profile
Remote Paraplanner — Technical & Proposition Lead in Cardiff
Attivo Group
Location: Cardiff

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