Fram Search is working with a growing independent financial planning firm in Cardiff that’s looking to add a paraplanner to its established team. The business delivers fully holistic advice, cashflow modelling, retirement planning, tax and estate planning, and investment management. This role is to work closely with experienced advisers, supported by a dedicated administrator. It will suit someone with at least a year of paraplanning experience who wants to develop further in a supportive, professional environment. As a paraplanner the responsibilities are to prepare for client meetings, keep records up to date, research planning solutions, and produce compliant suitability reports across a wide range of advice areas. The firm value’s strong technical ability, clear communication, and a client-first mindset. Experience with systems like Intelligent Office, CashCalc, or Dynamic Planner is useful but not essential. Diploma-qualified candidates, or those working towards level 4 are preferred. Flexible hours and home working are available after probation.