Paraplanner - hybrid working - Reed : Job Details

• Location: Cardiff - hybrid working, ideally 2 days in the office but open to discussions
• Salary: Competitive (dependent on experience and qualifications)
• Job Type: Full-time, Permanent

My client-are a focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking an experienced and qualified Paraplanner to provide high-level technical and research support to our advisers.

• Prepare bespoke, compliant suitability reports for pensions, investments, tax planning, and protection.
• Conduct detailed product and fund research using financial planning tools and platforms.
• Support advisers in the development of financial plans and client strategies.
• Analyze clients' existing arrangements and provide recommendations aligned with their goals.
• Assist with technical queries and stay updated on legislative and regulatory changes.
• Collaborate with the administrative team to ensure efficient case progression and client communication.
• Ensure all advice and documentation meet FCA compliance requirements.

• Minimum Level 4 Diploma in Regulated Financial Planning, with progression towards or achievement of Level 6 (Advanced Diploma/Chartered) highly desirable.
• Minimum of 3 years’ paraplanning experience within a Wealth Management, IFA, or Financial Planning environment.
• Proficient with financial planning software, provider platforms, and Microsoft Office.
• Detail-oriented, proactive, analytical, and client-focused.
• Strong knowledge of pensions, investment platforms, tax wrappers, trusts, and estate planning.

• Competitive salary and benefits package.
• 25 days annual leave plus bank holidays.
• Death in service benefit.
• 8% employer pension contribution.
• Private Health Insurance.
• Potential for hybrid working.
• Professional development opportunities, including support towards Chartered status.

If you are a qualified, experienced paraplanner looking to advance your career, we would love to hear from you! Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise shapes the future of our clients’ financial wellbeing.