Trainee Paraplanner
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-14
Listing for:
Recruit Wealth
Apprenticeship/Internship
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
The Role:
As a Trainee Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include:- Producing high quality suitability reports
- Conducting detailed research on financial products, providers and strategies
- Supporting Financial Planners with client reviews and ongoing planning needs
- Acting as a technical support contact for the financial planner and client queries
- Submitting applications to providers and managing documentation
- Maintaining accurate, compliant and well-presented client records
- Ensuring all work is completed in line with FCA and internal compliance standards
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally you will have:- Previous paraplanning experience with financial advice
- Diploma qualified and willing to study further
- Experience with Intelligent Office, highly desirable
- Strong analytical and research skills
- Excellent attention to detail and organisational ability
- The confidence to manage multiple priorities effectively
- Outstanding communication and teamwork skills
- Strong IT skills including Word, Excel and Power Point
- 25 days holiday + bank holidays
- Option to purchase up to 5 additional days holiday
- Your birthday off
- Quarterly paraplanning bonus scheme
- Annual salary reviews
- Full study support for professional qualifications, CPD
- Adviser Academy and clear career progression pathways
- Staff recognition and annual awards
- Hybrid/flexible working
- Private pension
- Life assurance
- Corporate eye-care cover
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