An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful, boutique financial planning practice.
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.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
