Junior Paraplanner - #2074474

Job Title: Junior Paraplanner

Location: Cardiff (Hybrid Working)

Salary: Negotiable

A modern, professional Independent Financial Planning firm is looking for a new Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way.

The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients’ objectives.

This role also offers structured training and development support with an option to progress towards advising available for the right person, longer-term.

Key Responsibilities

• Produce comprehensive, compliant financial planning reports for advisers to present to clients
• Conduct technical research on products, providers, and planning solutions
• Support advisers with client reviews, queries, and ongoing servicing requirements
• Act as a point of contact for day-to-day client and adviser support queries
• Prepare client review packs and obtain illustrations as required
• Keep up to date with financial planning legislation, products, compliance requirements and industry developments

Key Requirements

• Previous experience within a Financial Advice / Wealth Management firm
• Experience of paraplanning and report-writing would be desirable
• Diploma in Financial Planning (or working towards this) is desirable, though not essential.
• Highly organised with the ability to manage and prioritise workloads effectively
• High attention to detail with the ability to produce accurate, well-structured reports and correspondence

Benefits

• Hybrid Working Available
• Support and funding for professional industry qualifications
• Up to 30 days annual leave with holiday purchase (plus bank holidays)
• Excellent Training and Development Support
• Life assurance and pension scheme
• Clear progression opportunities, including the option to progress into an Adviser role