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Do you have recent and demonstrable experience as a paraplanner?
Are you looking for an opportunity where over time and with training you will have your own clients?
Do you have a financial diploma and are you looking to achieve Chartered Level? Would you like these studies paid for?
If you answered yes to the questions above, then this role has been made for you! Tilney are looking for a Paraplanner to join our successful and dynamic team in Cardiff.
If you describe yourself as someone who embraces challenges, being kept on your toes, this role gives you this and will support your development along the way. Given the clients we work with you naturally have a diploma, possibly Chartered Level and are working in a similar role where you might have strategically (or by happy accident!) found your specialism.
Communicating – you love it and are good at it, notably those more technical bits of research that support the work of FP's and advisors. You are accurate at all times and if needed are able to push back to ensure clients receive the very best support and service at all times!
Energy – you have plenty of it and want to work in an environment that fosters this where working both at pace and with precision is business critical!
Detail – you are able to assimilate information quickly and prepare it in such a way that allows colleagues to work more efficiently and clients to understand easily the support we provide!
Risk – does what it says on the tin. We need paraplanners who are able to prepare risk reviews and ensure everything is compliant!
If this sounds like you and you want to hear more then please cast your eye over the following as this really is the level of experience we need:
At least three years' in a paraplanning role with a specialism
Diploma qualified, with the drive to be on your way to chartered level
Ability to work in a fast-paced environment and able to work under pressure
Here is what we will give you:
26 days holiday entitlement + bank holidays
Performance related bonus scheme
Group Life Assurance
Income Protection Insurance
Flexible benefits package
Here is some information about us:
Tilney is an award-winning financial planning and investment company that builds on heritage of more than 180 years. Our clients include private investors, charities and professional intermediaries who trust us with more than £24 billion of their assets. We offer a range of services including financial planning, investment management and advice through our Bestinvest service; a leading online platform for those who prefer to manage their own investments. Whichever service a client chooses we believe their personal wealth is our personal responsibility. Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of 30 offices and we have nationwide Financial Planning and Investment Management teams. We pride ourselves on offering the very highest levels of professional client service across our entire range of solutions to help our clients achieve financial peace of mind.
Internal Number: 5762186
About Tilney Group
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