An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful, boutique financial planning practice based in Cardiff.
This well-established firm has built a strong reputation within the market and offers a supportive, close-knit working environment. The business has fully embraced remote and hybrid working, creating a collaborative and flexible culture that promotes both professional development and employee wellbeing.
The Role:
The successful candidate will provide technical support to a team of Financial Planners, assisting in the delivery of high-quality advice to clients. Key responsibilities will include:
*Preparing detailed suitability reports
*Conducting research and analysis across financial planning products
*Supporting Financial Planners with client recommendations
*Liaising with providers and internal teams
*Maintaining accurate records and ensuring compliance standards are met
Candidate Profile:
*Level 4 Diploma qualified (or working towards)
*Previous experience within a Paraplanning role
*Strong technical knowledge across pensions, investments, and protection
*Familiarity with Intelligent Office would be advantageous
*High level of attention to detail and strong organisational skills
*Professional and proactive approach to work
Package & Benefits:
*Basic salary up to £50,000
*Discretionary bonus
*Flexible working hours between 7am – 5pm
*Remote-first working model
*Full support for professional qualifications and exams
*Comprehensive benefits package
Location:
This role is primarily home-based, with occasional travel required to the Cardiff office for team meetings and collaboration. Candidates should be based within a reasonable commuting distance.
This is a fantastic opportunity to join a forward-thinking organisation that offers long-term career development within a positive and flexible working environment.