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    Senior Technical Manager & Paraplanner - Cardiff

    Senior Technical Manager & Paraplanner
    Cardiff
    Salary: Competitive + Excellent Benefits
    Full-Time, Permanent

    Working Monday to Thursday, 9am to 5pm

     

    About the Role:
    We are working on behalf of a respected wealth management firm to appoint a Senior Technical Manager & Paraplanner. This is a senior-level role for an experienced and technically proficient paraplanner with leadership capability.

    You will be responsible for managing a team of paraplanners and trainees, overseeing outsourced support, and ensuring the delivery of high-quality technical work. You’ll also work closely with Financial Planners, supporting them with detailed research, analysis, suitability reports, and client-specific financial solutions.

    This is a fantastic opportunity for someone who thrives on responsibility, values quality, and wants to help shape and lead an established Paraplanning function.

     

    Qualifications & Experience:

    • Diploma in Financial Planning (or equivalent) required
    • Progress toward or intention to achieve Level 6 qualification desirable
    • Minimum GCSEs in Mathematics and English (Grades A–C / 1–3)
    • Strong understanding of pensions, investments, protection, and tax planning
    • Excellent IT skills with confidence using financial planning software and spreadsheets
    • Highly organised with excellent attention to detail
    • Strong communication skills, both written and verbal
    • Commitment to ongoing CPD

     

    Key Responsibilities:

    • Manage and support a team of Paraplanners and Trainees
    • Oversee quality and compliance of all Paraplanning work, including outsourced providers
    • Provide technical support and research to Financial Planners
    • Prepare client cashflows, suitability letters, and financial planning reports
    • Interpret planner meeting notes and client data to develop accurate recommendations
    • Implement agreed financial plans, including trades and investment allocations
    • Monitor client portfolios, ISA usage, and negative cash positions
    • Liaise with third parties and providers for up-to-date client information
    • Attend leadership and investment committee meetings
    • Maintain CPD and stay current with financial regulations and products

     

    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 Senior Technical Manager & 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

    999

     

    Finance

    Cardiff

    999

    Apply

    Contact Us

    77 High Street, Thornbury, Bristol, BS35 2AW

    samantha@autographrecruitment.co.uk

    01454 550888

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