Name of company: Penguin Wealth Group
Introduction to company We are a Directly Authorised Financial Planning firm based in Central Cardiff – with over 10 years experience in the industry.
Key Duties: 1. Preparing paperwork for client meetings
2. Planning and product research – producing quotes etc
3. New business submission and tracking
4. Liaising with providers via email / telephone
5. Technical filing on to business systems
Salary: Starting at £17,000 per annum