Paraplanner

I’m currently representing a well-regarded independent financial planning firm in Cardiff. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.

You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.

• Hybrid working, 2 days per week in office
• Salary up to £47,000
• Annual bonus
• Generous annual leave & pension contribution
• Life insurance – 4x base salary

• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented, and confident working closely with advisers and clients
• Must be commuting distance from Cardiff

This is an excellent opportunity for a Paraplanner seeking a supportive, professional environment within a business known for delivering a high standard of personal service. The firm is also open to considering mid-level Paraplanners, so if you feel you may not yet meet the criteria for a Senior role, we would still encourage you to apply.

If you’re ready to take the next step in your paraplanning career, apply today via Samantha