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.