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.