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- Location: Cardiff - hybrid working, ideally 2 days in the office but open to discussions
- Salary: Competitive (dependent on experience and qualifications)
- Job Type: Full-time, Permanent
My client-are a focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking an experienced and qualified Paraplanner to provide high-level technical and research support to our advisers.
Day-to-Day of the Role:- Prepare bespoke, compliant suitability reports for pensions, investments, tax planning, and protection.
- Conduct detailed product and fund research using financial planning tools and platforms.
- Support advisers in the development of financial plans and client strategies.
- Analyze clients' existing arrangements and provide recommendations aligned with their goals.
- Assist with technical queries and stay updated on legislative and regulatory changes.
- Collaborate with the administrative team to ensure efficient case progression and client communication.
- Ensure all advice and documentation meet FCA compliance requirements.
- Minimum Level 4 Diploma in Regulated Financial Planning, with progression towards or achievement of Level 6 (Advanced Diploma/Chartered) highly desirable.
- Minimum of 3 years’ paraplanning experience within a Wealth Management, IFA, or Financial Planning environment.
- Proficient with financial planning software, provider platforms, and Microsoft Office.
- Detail-oriented, proactive, analytical, and client-focused.
- Strong knowledge of pensions, investment platforms, tax wrappers, trusts, and estate planning.
- Competitive salary and benefits package.
- 25 days annual leave plus bank holidays.
- Death in service benefit.
- 8% employer pension contribution.
- Private Health Insurance.
- Potential for hybrid working.
- Professional development opportunities, including support towards Chartered status.
If you are a qualified, experienced paraplanner looking to advance your career, we would love to hear from you! Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise shapes the future of our clients’ financial wellbeing.
