Paraplanner

I'm currently representing a reputable independent financial planning firm who is looking for an experienced Paraplanner to join their team in Cardiff or Exeter.

In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection.

Expect a balance of independence and collaboration in a supportive environment.

• Hybrid working: 2 days per week in the Cardiff office
• Salary around £47,000 (DOE)
• Annual bonus
• Generous holiday allowance with the option to buy/sell
• Life insurance (4x salary)
• Group Income Protection
• Death in Service

• Are Diploma qualified (Level
  4) or progressing towards Chartered
• Bring solid paraplanning experience and strong technical capability
• Have excellent research and report-writing skills
• Are proactive, organised, and comfortable working closely with advisers and clients

This is a brilliant opportunity for a Paraplanner who wants to develop within a highly regarded firm known for its personal approach and supportive culture.

If this sounds like the right move for you, please get in touch or send your CV to Samantha
.