Technical paraplanner jobs in Cardiff

 ...independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'... 

 ...Paraplanner – Independent Financial Planning Firm Location: Cardiff (Hybrid working) Salary: Competitive, dependent on experience (up...  ...,000) The Role This is a full-time, hybrid role providing technical and research support to advisers, with a strong focus on investment... 

 ...Senior Paraplanner – Hybrid (2–3 days office) Salary up to £50,000 + bonus & benefits An established and highly respected financial planning...  ...experienced Paraplanner or Senior Paraplanner to its growing technical team. Working closely with advisers and client support teams... 

 ...call (60 mins): You will have an initial Zoom call with  Antony to find out more about you and to tell you more about us. Stage 2: Technical Task & Values based interview (2 hours): This stage will be held in our office, and you’ll meet with the wider team # We’ll run... 

 ...affordable and impactful on more people. You’ll play a vital role in guiding client to make informed financial decisions, combining your technical expertise, professional knowledge and ongoing support. Clients are provided for this role, meaning your time and energy will be put... 

 ...compliant with company processes and regulatory requirements Use standard template documentation approved by the company Ensure technical knowledge and general industry knowledge is always maintained Delivery of a positive client service experience to ensure... 

 ...Cardiff that is looking to welcome a motivated and people-focused Trainee IFA. This is a rare opportunity for a diploma-qualified paraplanner or junior adviser to step into a regulated advice role quickly, with structured development and hands-on mentoring. The firm prides... 

The Role Your primary role will be to provide support in our client and engagement acceptance process, including performing conflict reviews, customer due diligence to ensure we have understood who Teneo will be providing services to from a risk and reputation standpoint, as...