Are you looking for a new opportunity to further develop your career within Paraplanning? Our client is a well-respected Financial Planner based in Cardiff who provide financial advice to both private and corporate clients.
• Research, analyse and compile Financial Planning Reports
• Handling existing client queries wherever possible for the Senior Private Client Advisers
• Providing research for Asset Allocation on a client’s existing portfolio
• Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved
• Servicing existing clients by providing valuations and portfolio updates as and when required
• Quantifying and analysing clients existing investments