I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for 1.5 years. This company holds an outstanding reputation, which sets it apart from their competition on the market.

The company have an office situated in the heart of Cardiff, making it convenient to get to, and they operate just 3 days per week in office.

Responsibilities:

• Preparing pre-approval documentation prior to report writing
• Utilising all technology to produce accurate solutions for clients
• Providing accurate, timely and compliant suitability reports
• Ensuring all advice documentation is compliant according to FCA guidelines
• Working with the adviser to gather sufficient client information

Perks:

• 25 days annual leave
• 6% pension contribution
• Private health insurance
• Death in service 6 x gross salary
• Paid volunteer day
• Gym discounts

The successful candidate will need to be based local to Cardiff and be Level 4 Diploma qualified or nearing completion of.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

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