Hybrid Paraplanner: Investments, Pensions & Tax
Listed on 2026-10-26
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
I’m currently representing a well-regarded independent financial planning firm in Cardiff. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.
You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.
What’s on offer:
- Hybrid working, 2 days per week in office
- Salary up to £47,000
- Annual bonus
- Generous annual leave & pension contribution
- Life insurance – 4x base salary
What we’re looking for:
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented, and confident working closely with advisers and clients
- Must be commuting distance from Cardiff
This is an excellent opportunity for a Paraplanner seeking a supportive, professional environment within a business known for delivering a high standard of personal service. The firm is also open to considering mid-level Paraplanners, so if you feel you may not yet meet the criteria for a Senior role, we would still encourage you to apply.
If you’re ready to take the next step in your paraplanning career, apply today via Samantha
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