Name of company:  Penguin Wealth Group

Location;  Cardiff

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

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