Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner on a full-time permanent basis. The role focuses on researching investments and preparing detailed bespoke reports for advisers.
You will analyse financial plans, perform transfer analysis and contribute to comprehensive suitability reports, supporting advisers with accurate documentation. The client offers hybrid working opportunities, a contributory pension, medical cash plan and annual bonus
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Paraplanner: Crafting Bespoke Investment 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
