Overview
We have a fantastic opportunity for a Wealth Paraplanner to join our Cardiff office on a permanent basis. This role is designed for someone eager to drive impact in a collaborative environment.
Working arrangement
Employees are expected to work in the office, with flexibility to work up to one day per week remotely.
Responsibilities
* Provide support for Wealth Managers / Financial Planners.
* Craft bespoke financial plans – translate client aspirations into actionable strategies.
* Facilitate smooth processing of new and existing business.
* Assist with monitoring performance and work throughout, ensuring standards and deadlines are met.
* Understand core Financial Planning solutions and build knowledge through exposure to client scenarios.
* Analyse clients’ aims and needs to construct solutions for advisors to communicate to clients.
* Produce robust financial plans and analytical information in support of planners under senior supervision.
* Provide guidance to junior team members and support senior members to complete tasks timely and to a high standard.
* Support colleagues with client interaction and develop awareness of client management and advice processes.
* Support delivery of client service under the guidance of Wealth Managers / Financial Planners.
Qualifications
Must‑have
* Proven expertise: CII or CISI Level 4 Diploma (or equivalent) and previous experience as a Paraplanner dealing in complex advice areas (estate planning, trusts, offshore bonds, pensions, etc.).
* Technical ability: Confidence with financial planning software and a knack for dissecting investments, tax strategies, and pensions.
* Collaborative spirit: Team player who thrives in a fast‑paced, progressive culture.
Nice‑to‑have
* Working towards or attained CII or CISI Level 6 or equivalent.
* Clear and concise communication skills – oral and written.
* Ability to meet deadlines and work within restricted timescales.
* Ability to work on own initiative to achieve required results.
Benefits
* Leaders who support your development through coaching and management opportunities.
* Opportunities to work with the best in the field.
* Ability to make a difference and create lasting impact.
* Work in a dynamic, collaborative, progressive, and high‑performing team.
#J-18808-Ljbffr