This Paraplanner job in Swansea, provides the opportunity to join an ambitious IFA firm, who are constantly growing and developing their team
You will be joining their established support team consisting of Paraplanners and Administrators, focused on supporting their Financial Advisors. Each Paraplanner supports 2 Financial Advisors, backed by a PA per IFA.
They have built an infrastructure so that their Paraplanners focus on paraplanning duties of undertaking research, calculations, financial planning analysis and report writing. In addition, on occasions you will sit in on client meetings.
Our client is passionate about professional development for their whole team. You will receive full support towards your DipPFS including exam and study material paid for and a revision day prior to your exams. Plus, will support you to obtain advanced exams.
For the right individuals, they would support progression to becoming a Financial Advisor in due course
This rapidly expanding independent financial advisory firm is looking to continue building its standing within South Wales and achieve £500m FuM by the end of 2022. They value their team and place high importance on nurturing their talent.
Call us now on 0208 0044 154 or click Apply
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