Paraplanner

Paraplanner - £45,000 + Bonus – Hybrid / Cardiff (2 days/week in office)

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff!

In this role, you’ll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You’ll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection. Expect a balance of independence and collaboration in a supportive environment.

• Hybrid working: 2 days per week in the Cardiff office
• Salary around £45,000 (DOE)
• Annual bonus
• Generous holiday allowance with the option to buy/sell
• Life insurance (4x salary)
• Group Income Protection
• Death in Service

• Are Diploma qualified (Level
  4) or progressing towards Chartered
• Bring solid paraplanning experience and strong technical capability
• Have excellent research and report‑writing skills
• Are proactive, organised, and comfortable working closely with advisers and clients

This is a brilliant opportunity for a Paraplanner who wants to develop within a highly regarded firm known for its personal approach and supportive culture.

If this sounds like the right move for you, please get in touch or send your CV to Samantha
.

Mid‑Senior level

Full‑time