Hybrid Paraplanner — Wealth Planning Specialist
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-06-15
Listing for:
Capio Recruitment Financial Planning
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
Capio Recruitment Financial Planning is seeking an experienced Paraplanner to join their Cardiff office. This role is vital to the financial planning team, assisting Wealth Managers in providing high-quality client outcomes and advice. The firm values technical excellence and offers a hybrid work setup with 4 days in the office and 1 day remote.
Ideal candidates will possess a Diploma in Regulated Financial Planning and will have prior experience as a Paraplanner, demonstrating strong knowledge across pensions and investments.
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