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    Paraplanner - Cardiff

    Paraplanner 
    Cardiff

    Job Type: Full-time, Monday to Thursday, 9am to 5pm

    4 day week!

    Sector: Financial Services

     

    An established and forward-thinking independent financial planning firm is seeking an experienced Paraplanner to join their professional and collaborative team. This is an excellent opportunity for a motivated individual looking to progress their career in financial services, working closely with highly qualified Financial Planners to deliver bespoke advice to a loyal client base.

     

    Requirements:

    • Certificate in Financial Planning (or equivalent); candidates must be willing to study towards a Level 6 qualification with a recognised professional body
    • Ideally 5 GCSEs (Grade A–C/9–4), including Mathematics and English
    • Strong IT skills and excellent telephone manner
    • Highly organised with great attention to detail and ability to work under own initiative
    • A genuine interest in developing within the financial planning profession

     

     

    Key Responsibilities:

    • Conduct in-depth technical research and analysis to support Financial Planners in delivering client-focused advice
    • Prepare and update client Cashflows for planning meetings and annual strategy reviews
    • Translate meeting notes and planner instructions into tailored recommendations
    • Gather and analyse client and provider data to inform advice strategies
    • Generate clear and accurate Suitability Letters and Financial Planning Reports in line with client objectives
    • Liaise with providers and third parties to obtain policy details and documentation
    • Manage implementation of agreed recommendations, including fund switches, trades, and applications
    • Ensure appropriate documentation (illustrations, Key Features, applications) is included with all reports
    • Monitor and report on client portfolio cash positions and ISA utilisation
    • Participate in investment committee discussions and contribute to portfolio analysis
    • Keep up to date with regulatory and market developments through structured CPD
    • Maintain strict adherence to internal compliance procedures and FCA requirements

     

    Great Benefits:

    • 4 day week!
    • 28 days annual leave plus 8 statutory bank holidays (this will decrease by 20% if the 4 day week is made permanent after the trial)
    • A week off between Christmas & New Year, every year – without eating into your allowance
    • Company Pension Scheme after 3 months
    • Private Medical Insurance after 12 months service
    • Free parking on site
    • Summer and Christmas discretionary bonus (depending on company profitability and staff performance)

     


    Interested in applying?
    Submit your CV today to be considered for this exciting Paraplanner opportunity.
    with a forward-thinking firm, please submit your CV or get in touch with Sian at Sian@autographrecruitment or call: 01291 606260 for a confidential discussion.

    This role offers the chance to grow in a supportive environment with a clear path for professional development.

    Finance

    Cardiff

    998

     

    Finance

    Cardiff

    998

    Apply

    Contact Us

    77 High Street, Thornbury, Bristol, BS35 2AW

    samantha@autographrecruitment.co.uk

    01454 550888

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