At a Glance
- Tasks: Conduct financial planning and manage investments while supporting Financial Advisers.
- Company: Niche Private Clients is a specialist firm focused on high net worth individuals.
- Benefits: Enjoy 31 days holiday, a workplace pension, and qualification support.
- Other info: This is a full-time on-site role.
- Why this job: Join a dedicated team in Cardiff with a unique 9-day fortnight schedule.
- Qualifications: Candidates must have a minimum CII Diploma in Financial Planning.
The predicted salary is between 40000 - 50000 £ per year.
Niche Private Clients is looking for a Senior Paraplanner to join their team in Cardiff. This full-time on-site role involves conducting financial planning, managing investments, and supporting our Financial Advisers in their daily operations.
The ideal candidate will possess a minimum of CII Diploma in Financial Planning and have strong analytical skills.
We offer a competitive rewards package including 31 days holiday, a workplace pension, and qualification support.
Senior Paraplanner — High Net Worth Financial Planning (9‑Day Fortnight) in Cardiff employer: Niche Private Clients
Located in Cardiff, Niche Private Clients offers a competitive rewards package and supports professional development. The team focuses on delivering tailored financial solutions for high net worth clients.
We think you need these skills to ace Senior Paraplanner — High Net Worth Financial Planning (9‑Day Fortnight) in Cardiff
Financial Planning
Investment Management
CII Diploma in Financial Planning
Analytical Skills
Support for Financial Advisers
Attention to Detail
Communication Skills
