Paraplanner Cardiff

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.

The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance and Consumer Duty requirements Key Requirements Minimum 4 years experience in the IFA sector Strong investment knowledge and analytical skills Excellent report writing and attention to detail Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable) Level 4 Diploma qualified or close to completion Able to work independently in a fast-paced, paperless environment Benefits Competitive salary (DOE) Pension, PMI, death in service & income protection Hybrid working options Apply now to join a professional, supportive and growing financial planning team.