Junior Paraplanner (IFA pathway)

  • Recruit Zone
  • Cardiff
  • Jan 11, 2017
Permanent Accounting/Financial/Insurance

Job Description

The Firm:
A reputable Financial Planning firm in Cardiff has a rare opportunity to join their IFA pathway.
Offering significant capital investment for the right person this is a unique opportunity to work with an established business in a relaxed and friendly culture.

The Role:
- Support an IFA in general paraplanning duties operating across various product types
- Conduct independent research and make suggestions to the business 
- Shadow established IFA/Finance Directors and develop your skills

-Good organisation skills developed in an IFA practice
-Up to date with latest regulations
Total remuneration:
-Excellent package including: study support, discretionary bonus and equity stake once established
-21 days holiday plus bank holidays and December closing

Call to Action:
We are interviewing immediately. For more information get in touch ASAP with Sean Keogh on (Apply online only), 07768915572 or email 

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JAM Recruitment is acting as an employment business with regards to this position


£19000 - £22000/annum discretionary bonus, study support

Unique ID


Package & Benefits

discretionary bonus, study support