We are working with a highly successful, Chartered and fully independent financial planning practice in the centre of Cardiff to recruit an additional Paraplanner. Our client is known for delivering truly independent, client-centric financial advice. The team provides comprehensive wealth management, investment and financial planning services to both private and corporate clients across the local region and wider UK.
As a Paraplanner, you will provide high-quality technical support to advisers and play a key role in reviewing investment portfolios, preparing suitability reports and conducting in-depth research.
Key Responsibilities
- Support advisers with technical analysis and preparation following client meetings.
- Interpret and analyse client data to develop appropriate financial planning solutions.
- Conduct in-depth product, platform and investment research.
- Prepare clear, tailored suitability reports, illustrations and key documentation.
- Assist with investment research, compliance checks and file reviews.
- Maintain high standards aligned with Consumer Duty requirements.
Requirements
- Ideally Level 4 Diploma qualified, or near completion.
- Experience working in a similar position as a Paraplanner.
- Strong technical understanding of investments and platforms (Aberdeen & Aegon ARC desirable).
- Excellent written communication and report-writing skills.
- High level of accuracy, attention to detail and ability to work to deadlines.
- Confident using a range of IT and back-office systems (experience with Intelliflo/Intelligent Office preferred).
- Strong analytical ability, interpersonal skills, and a collaborative approach.
- Ideally Level 4 Diploma qualified, or near completion.
Basic salary to £48,000 plus discretionary bonus, private medical, income protection, pension etc. You can expect to receive first class on the job training, support for market exams and opportunities to progress.
This is an exceptional opportunity to join a close-knit team where you can have a genuine impact.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
