Paraplanner

What is this opportunity?

Oakley Recruitment is working in partnership with an established and expanding organisation based in Cardiff. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis. Job Role * Conducting comprehensive financial research into products and investments using approved research tools * Preparing bespoke investment reports through portfolio analysis and comparison against suitable benchmarks * Reviewing complex financial plans and completing transfer analys…

Opportunity details