Paraplanner | £45K + Benefits | Cardiff-Based IFA
Looking for more than just a standard paraplanning role?
Join a highly respected Independent Financial Adviser (IFA) firm in Cardiff that truly values its paraplanners as an essential part of the advice process.
Whether you’re a seasoned paraplanner or looking to take the next step in your financial services career, this firm offers a collaborative, client-focused environment where your skills will be recognised and developed.
Your Role:
As a Paraplanner, you’ll work side by side with experienced Financial Planners to deliver technical expertise, detailed analysis, and high-quality documentation — ensuring clients receive clear, compliant, and tailored advice.
What’s on Offer:
* Salary up to £45,000
* Reduced working week — enjoy better balance
* Private Medical Insurance
* Free on-site parking
* 28+ days holiday + bank holidays
* A modern, supportive workplace with ongoing CPD opportunities
Key Responsibilities Include:
* Conducting research and analysis to support robust financial plans
* Preparing suitability letters that translate complex advice into client-friendly language
* Drafting detailed client reports in collaboration with advisers
* Using cashflow modelling and research tools to support recommendations
* Maintaining up-to-date knowledge of compliance standards and financial products
What We’re Looking For:
* Previous paraplanning experience or a similar technical role in financial services
* Strong analytical and research capabilities
* Clear and confident communication skills — written and verbal
* Familiarity with financial planning software and provider tools
* A proactive, client-focused mindset
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