Paraplanner

Oakley Recruitment is working in partnership with an established and expanding organisation based in Cardiff. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis. Job Role Conducting comprehensive financial research into products and investments using approved research tools Preparing bespoke investment reports through portfolio analysis and comparison against suitable benchmarks Reviewing complex financial plans and completing transfer analysis Producing detailed financial planning and suitability reports across multiple areas Researching relevant legislation, regulations and technical product information Delivering accurate research, calculations and investment reports to financial advisers Skills and Experience Diploma in Financial Planning Previous Paraplanning experience within an Independent Financial Advice environment Strong knowledge of personal financial planning, investments and financial products Experience preparing financial planning research and suitability reports Excellent written communication, numerical and report-writing skills Strong analytical skills with exceptional attention to detail Proficiency in Microsoft Office applications Ability to manage workloads effectively and meet deadlines Reward Competitive salary Hybrid working opportunities Contributory pension scheme Medical cash plan scheme Discounts on products and services Annual bonus Christmas party and summer events Additional holiday days for ..... full job details .....