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Paraplanner - Complex Financial Planning

Remote / Online - Candidates ideally in
Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: IDEX Consulting Ltd
Full Time, Remote/Work from Home position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Paraplanner - Hybrid Role with Complex Financial Planning
A well-regarded financial planning firm in Cardiff is seeking a Paraplanner with minimum 3 years experience. In this role, you will provide technical support to senior advisers and deliver exceptional client service on complex investment, pension, and tax planning cases. The position offers hybrid working, annual bonus, generous leave, and life insurance coverage. If you're proactive and detail-oriented, apply now for this excellent career opportunity.
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