Paraplanner: Compliance‑Driven Financial Planning Pro
Job in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listed on 2026-07-10
Listing for:
Clayton Davies
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
Clayton Davies is seeking a motivated Paraplanner to join the growing financial planning team in the United Kingdom. The role provides key support to Financial Advisers, delivering high-quality, compliant suitability reports and rigorous research on pensions, investments, and protection.
You will assist advisers in developing financial planning strategies, gather client information and fact finds, and ensure all work complies with FCA regulations.
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