Wealth Paraplanner

Overview

We have a fantastic opportunity for a Wealth Paraplanner to join our Cardiff office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.

Employees are expected to work in the office, with flexibility to work up to one day per week remotely.

• Provide support for Wealth Managers / Financial Planners.
• Craft bespoke financial plans – translate client aspirations into actionable strategies.
• Facilitate smooth processing of new and existing business.
• Assist with monitoring performance and work throughout, ensuring standards and deadlines are met.
• Understand core Financial Planning solutions and build knowledge through exposure to client scenarios.
• Analyse clients’ aims and needs to construct solutions for advisors to communicate to clients.
• Produce robust financial plans and analytical information in support of planners under senior supervision.
• Provide guidance to junior team members and support senior members to complete tasks timely and to a high standard.
• Support colleagues with client interaction and develop awareness of client management and advice processes.
• Support delivery of client service under the guidance of Wealth Managers / Financial Planners.

Must‑have

• Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions, etc.).
• Technical ability:
  Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
• Collaborative spirit:
  Team player who thrives in a fast‑paced, progressive culture.

Nice‑to‑have

• Working towards or attained CII or CISI Level 6 or equivalent.
• Clear and concise communication skills – oral and written.
• Ability to meet deadlines and work within restricted timescales.
• Ability to work on own initiative to achieve required results.

• Leaders who support your development through coaching and management opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and create lasting impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.