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Financial Advisor/Paraplanner

CV-Library

Posted on Oct 8, 2021 by CV-Library

Carmarthen, Dyfed, United Kingdom
Accountancy
Immediate Start
£26k - £32k Annual
Full-Time
A leading Independent Financial Advisers in Carmarthen town centre is looking for a new person to join the team as a Financial Advisor/Paraplanner.
This is a unique and varied hybrid role for someone looking to progress their career within an independent financial advisors and join them on the growth journey.

Full time Monday - Friday however Part time hours will be considered - Friday working would be essential.

Ideally you will have a background working within a financial organisation or maybe you experience in the running of a small business

**This is an office based role.

A little bit about what you will do doing as the Financial Advisor/Paraplanner

Greeting clients at the office along with general administrative duties
Review Client files, update fact finds, contact relevant clients for review meetings, update diary
Assist with new client enquiries, preparing new fact finds, preparing transfer letters of authority, issue Finametrica Risk Tolerance Questionnaire, Terms of Business, Fee Menus, BR19 forms, scanning on squarely AML
Assist with Paraplanning reports, recommendations, KID along with other financial duties. You will assist with preparation of Lasting Powers of Attorney, Preparation of Wills and Trusts.
You will also support with aspect of office work to assist the smooth and clean running of the business.
Previous industry experience working as a Paraplanner
Knowledge of financial products including pensions and investments.
Experienced in preparing and drafting suitability reports
Welsh speaker desirable or the ability to understand Welsh. What's in it for you
Full or Part time hours considered however Fridays must be worked
Salary negotiable up to 28k depending on experience & current qualifications
You will have a desire to gain further professional industry qualifications (e.g. Cii exams)
Opportunity to join a well established company in the heart of Carmarthen.
Flexible working hours - please note this is an office based role
Pension scheme contributory after qualifying period
23 days per annum increasing to 25 after a successful probationary period plus bank holidays
Free parking available

Please hit apply below or submit an up to date CV as soon as possible to (url removed) or give me a call (phone number removed)

IND123
#Sunnyjobs

Reference: 214850967

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