At a Glance
- Tasks: Conduct financial planning, manage investments, and write reports for high net worth clients.
- Company: Niche Private Clients focuses on tailored financial planning for high net worth individuals and families.
- Benefits: Enjoy 31 days holiday per year and a 9 day fortnight working structure.
- Other info: This is a full-time on-site role.
- Why this job: Join a dedicated Paraplanning Team supporting Financial Advisers in a niche market.
- Qualifications: Must have CII Diploma in Financial Planning or equivalent; advanced qualifications are desirable.
The predicted salary is between 40000 - 50000 £ per year.
Niche Private Clients specialises in providing specialist, fixed fee financial planning tailored to high net worth individuals and families. The company offers experience and expertise to assist clients in making long-term plans for themselves and future generations.
Role Description
This is a full-time on-site role for a Senior Paraplanner. The Senior Paraplanner will be responsible for conducting financial planning, utilising analytical skills, managing investments, handling finance-related tasks, and writing reports. We're looking for candidates to supplement our Paraplanning Team, who undertake a vital role in ensuring the smooth and efficient day-to-day running of our company and supporting our Financial Advisers.
Qualifications
- Relevant financial planning qualifications to a minimum of CII Diploma in Financial Planning (or equivalent).
- Advanced financial planning qualifications desirable.
- To be IT literate and familiar with Microsoft Applications such as Word and Excel.
- You’ll need to be able to use the software and any other online systems intuitively.
Your Rewards
We’re passionate about giving as much back to our team as possible, whether that’s in terms of development or remuneration. As a member of our team, you will be rewarded with:
- 31 days holiday per year (including public holidays).
- 9 day fortnight working structure - every other Friday off without a requirement to work any additional hours.
- A workplace pension with 5% employer contribution.
- Qualification support - Niche will pay for the initial exam sittings, study material and training support.
Senior Paraplanner in Cardiff employer: Niche Private Clients
Niche Private Clients offers a competitive workplace pension with a 5% employer contribution and supports qualification development. Located in a vibrant area, the team is committed to providing exceptional service to high net worth clients.
