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.