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Paraplanner Cardiff
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The Progress Shed
Paraplanner Cardiff

Paraplanner Cardiff

Cardiff Full-Time No home office possible
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My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role

  • Technical support to advisers following client meetings
  • Investment portfolio reviews and research
  • Preparation of suitability reports and client documentation
  • Ensuring ongoing compliance a click apply for full job details
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Contact Detail:

The Progress Shed Recruiting Team

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Paraplanner Cardiff
The Progress Shed
Location: Cardiff

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