Cardiff
Paraplanner – Cardiff (Hybrid)
Salary: Up to £40,000 (DOE) + Bonus & Benefits
Location: Cardiff – Hybrid working
We’re working with a highly reputable and growing IFA firm in Cardiff who are looking to add an experienced Paraplanner to their team. This is a great opportunity for someone who enjoys working closely with Financial Advisers and wants to be part of a collaborative and supportive environment.
Key Responsibilities:
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Prepare accurate and compliant suitability reports for pensions, investments, and protection
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Support Financial Planners with research and analysis
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Attend client meetings where appropriate and assist with technical queries
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Ensure all documentation is compliant with FCA regulations
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Liaise with providers and third parties to obtain relevant information
Requirements:
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Level 4 Diploma qualified (or close to completion)
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Previous experience in a paraplanning role within an IFA/wealth management environment
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Strong technical knowledge of pensions, investments, and financial planning strategies
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