29 Jan 2014

Full-Time Paraplanner / IFA Assistant

Lowndes Halsden & Partners Ltd – Posted by Wright Recruitment – Cardiff, Wales, United Kingdom

NOTE: This job listing has expired and may no longer be relevant!

Job Description

The successful candidate will be working in a busy environment with high standards offering a rewarding challenge in our Cardiff office located on Caerphilly Road in Birchgrove. The company has been trading for over twenty years as an Independant IFA and we also conduct discretionary fund management.

You will be working in a team of paraplanners and liaising with clients, advisers and external companies. We prefer the applicants to have experience of life assurance, Investments and or the mortgage industry and to have at least one financial services qualification, (i.e. R0 / CF / FPC / CMAP) or equivalent. We would expect the candidate to have several years experience in the investment / insurance / mortgage industry. Good telephone and administration skills are essential.

If you do not have the appropriate exam qualifications, as stated above, we may still ask you for an interview but we would expect you to complete an industry based exam within your first six months.

How to Apply

Please apply for the position by email: agency@lowndesonline.co.uk

Or by posting your CV to us:

Lowndes Halsden & Partners Limited
Holt House
184-190 Caerphilly Road
Cardiff
CF14 4NR

Job Categories: Paraplanning. Job Types: Full-Time. Salary: Less than £20,000.

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