TEMPLEGATE RECRUITMENT

Financial Services Specialist Recruiters

Paraplanner

Location: Cardiff

Salary: £35,000 – £45,000 (depending on experience)

Benefits

• Working Hours: Full-time, Monday to Friday (flexible start between 8am–9am)
• Holiday Allowance: 25 days annual leave plus bank holidays, increasing by one day per year after three years' service (up to 5 additional days)
• Pension: 4% employer contribution

About the Company

This well-established Chartered Financial Planning firm delivers high-quality, independent advice to a diverse client base, including individuals, families, and business owners. The firm is known for its client-first approach and emphasis on tailored, holistic financial planning.

Areas of expertise include:

• Retirement planning
• Investment strategies
• Wealth preservation

With a collaborative and technically proficient team, the business combines traditional values with a forward-thinking culture. Its modern systems, emphasis on compliance, and commitment to professional development make it an ideal environment for paraplanners seeking long-term progression and support.

The Role

You will be supporting the Principal Adviser and two additional advisers, alongside the administration team. This is a varied and high-quality paraplanning role that requires technical expertise, attention to detail, and a collaborative mindset.

Key responsibilities include:

• Conducting in-depth product and investment research
• Drafting clear and accurate suitability reports
• Producing outline financial plans
• Carrying out cashflow modelling
• Supporting annual client reviews
• Completing pre- and post-sale compliance checks
• Liaising closely with advisers and administrators to ensure a seamless client experience

Candidate Requirements

• Level 4 Diploma in Regulated Financial Planning (essential)
• Demonstrable experience in a paraplanning role, including report writing and financial planning analysis
• Experience with Intelligent Office (IO) and FE Analytics is highly desirable
• Strong organisational skills and attention to detail
• Excellent written and verbal communication abilities

Next Steps

If you’re ready to take the next step in your financial planning career, we invite you to apply today. One of our specialist consultants will be in touch to discuss your background and aspirations before submitting your CV to the client.

Templegate Recruitment is committed to helping financial services professionals find the right role by understanding your career goals, experience, and individual strengths.

Apply now and take your career forward with a respected and forward-thinking financial planning firm.