Paraplanner
other jobs Heat Recruitment
Added before 5 Days
- Wales,Cardiff
- Full Time, Permanent
- £38,000 - £45,000 per annum
Job Description:
Paraplanner – Cardiff
Overview
An established and growing financial planning firm in Cardiff is seeking an experienced Paraplanner to join its technical team. This role offers the opportunity to work closely with a team of Financial Advisers, playing a key part in delivering high-quality client outcomes while benefiting from strong career development prospects.
The Role
As a key member of the back-office function, you will be responsible for supporting advisers through research, report writing, and ensuring compliance with regulatory standards. The position offers a high degree of autonomy and the chance to contribute meaningfully to the firm’s continued success.
Key Responsibilities
*Prepare client files for adviser meetings, ensuring all documentation meets regulatory requirements
*Conduct detailed research on financial products and recommend suitable solutions
*Utilise financial planning tools to assess risk, suitability, and market options
*Compile and structure suitability reports for adviser review
*Liaise with advisers and management to support client case work
*Ensure all compliance procedures are followed and records are accurately maintained
*Assess risks and opportunities across new and existing client cases
Skills & Experience
*Previous experience in a Paraplanner role within an IFA environment
*Strong technical knowledge across pensions, investments, inheritance tax, estate planning, trusts, and protection
*Good understanding of FCA regulations and their practical application
*Experience using financial planning and research tools (e.g. Intelligent Office, FE Analytics, CashCalc, Iress, etc.)
*Strong analytical skills with high attention to detail
*Excellent written and verbal communication
*Ability to manage workload effectively and meet deadlines
*Professional, ethical, and able to work both independently and as part of a team
Qualifications
*Level 4 Diploma (or working towards) preferred
Benefits
*Competitive salary
*Exam support and structured development
*26 days annual leave plus additional Christmas shutdown
*Pension contribution and group life scheme
*Flexible working arrangements
Progression
This role offers clear long-term progression, including the potential to move into an advisory position with client opportunities available.
Overview
An established and growing financial planning firm in Cardiff is seeking an experienced Paraplanner to join its technical team. This role offers the opportunity to work closely with a team of Financial Advisers, playing a key part in delivering high-quality client outcomes while benefiting from strong career development prospects.
The Role
As a key member of the back-office function, you will be responsible for supporting advisers through research, report writing, and ensuring compliance with regulatory standards. The position offers a high degree of autonomy and the chance to contribute meaningfully to the firm’s continued success.
Key Responsibilities
*Prepare client files for adviser meetings, ensuring all documentation meets regulatory requirements
*Conduct detailed research on financial products and recommend suitable solutions
*Utilise financial planning tools to assess risk, suitability, and market options
*Compile and structure suitability reports for adviser review
*Liaise with advisers and management to support client case work
*Ensure all compliance procedures are followed and records are accurately maintained
*Assess risks and opportunities across new and existing client cases
Skills & Experience
*Previous experience in a Paraplanner role within an IFA environment
*Strong technical knowledge across pensions, investments, inheritance tax, estate planning, trusts, and protection
*Good understanding of FCA regulations and their practical application
*Experience using financial planning and research tools (e.g. Intelligent Office, FE Analytics, CashCalc, Iress, etc.)
*Strong analytical skills with high attention to detail
*Excellent written and verbal communication
*Ability to manage workload effectively and meet deadlines
*Professional, ethical, and able to work both independently and as part of a team
Qualifications
*Level 4 Diploma (or working towards) preferred
Benefits
*Competitive salary
*Exam support and structured development
*26 days annual leave plus additional Christmas shutdown
*Pension contribution and group life scheme
*Flexible working arrangements
Progression
This role offers clear long-term progression, including the potential to move into an advisory position with client opportunities available.
Job number 3714207
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...