Glamorgan
About the Role
We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.
Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.
Key Responsibilities
-
Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
-
Prepare and produce suitability reports and supporting documentation for financial advisers
-
Assist in the creation and review of financial plans, cashflow models, and risk assessments
-
Liaise with advisers to understand client objectives and recommend appropriate solutions
-
Ensure reports and advice meet compliance and regulatory standards
-
Keep up to date with legislative and product changes affecting financial planning
-
Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
-
Support advisers in client meetings as needed (optional depending on role)
Skills & Experience Required
-
Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
-
Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
-
Strong technical knowledge across pensions, investments, tax wrappers, and protection products
-
Excellent attention to detail, organisational and communication skills
-
Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
-
Comfortable working independently and collaboratively in a fast-paced environment