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 Services, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
Capio Recruitment Financial Planning in Cardiff is looking for an experienced Paraplanner to support Wealth Managers with complex advice and ensure high-quality client outcomes. The role involves preparing detailed financial plans, conducting thorough research, and maintaining compliant client portfolios.
This well-established wealth management company values technical excellence and offers a collaborative environment, alongside a competitive salary of up to £55,000 plus bonus, and benefits including a pension contribution of up to 17.5% and hybrid working options.
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