Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner for a full-time permanent role. The position focuses on rigorous financial research, bespoke investment reporting, and thorough analysis of complex financial plans.
The role requires a Diploma in Financial Planning and prior paraplanning experience within an Independent Financial Advice environment. You will work with advisers to deliver high-quality research and reports, with hybrid working and
#J-18808-Ljbffr
Hybrid Paraplanner: Investment Research & Reports in Cardiff employer: Oakley Recruitment Limited
Joining our expanding organisation in Tamworth as a Finance Business Partner offers you the chance to thrive in a supportive and collaborative culture that values teamwork and celebrates success. With a focus on employee growth, we provide comprehensive benefits including a quarterly bonus, annual pay review, and a strong commitment to your well-being through initiatives like a medical cash plan and an employee assistance programme. Our open-plan office fosters communication and connection, making it an ideal environment for proactive finance professionals eager to make a meaningful impact.
Contact Details:
Oakley Recruitment Limited Recruitment Team
