Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner cardiff

Cardiff
Permanent
The Progress Shed
£40,000 a year
Posted: 17h ago
Offer description

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance and Consumer Duty requirements Key Requirements Minimum 4 years experience in the IFA sector Strong investment knowledge and analytical skills Excellent report writing and attention to detail Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable) Level 4 Diploma qualified or close to completion Able to work independently in a fast-paced, paperless environment Benefits Competitive salary (DOE) Pension, PMI, death in service & income protection Hybrid working options Apply now to join a professional, supportive and growing financial planning team.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Cardiff
jobs Cardiff
jobs Wales
Home > Jobs > Paraplanner Cardiff

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save