Paraplanner - Cardiff, Wales

Ref: 1368Monday 24 June 2024

Up to £35,000

Unleash Your Potential as a Paraplanner!!

If you're yearning to work in an environment where every moment counts and your expertise translates into genuine financial solutions, look no further. We're on the hunt for a driven and dynamic Paraplanner to join a directly authorised IFA firm in Cardiff.

The salary range for a Paraplanner is up to £35,000

Everyone in this IFA firm now work a 4-Day Week (Fridays off, for the whole team) they do not condense hours or work longer in the week either. Simply Mon-Thursday 0900-1700


As a Paraplanner, you'll be at the forefront of our clients mission, turning data into financial masterpieces. Your role will be a symphony of innovation, analysis, and precision. You'll undertake a range of exhilarating tasks:

  • Prepare intricate and detailed Cashflows for clients, breathing life into their financial goals
  • Translate the Financial Planners meeting notes into actionable instructions.
  • Unravel the data from client meetings, collaborating with Planners through debriefings to establish the perfect recommendations.
  • Dive into data from clients and providers, leveraging research tools to craft bespoke solutions tailored to their unique needs and objectives.
  • Forge connections with third parties and providers, extracting intricate details
  • Craft Suitability Letters and Financial Planning reports that resonate, painting a vivid picture of accuracy, personalisation, and alignment with clients' objectives.


Our ideal candidate possesses:

  • A flair for financial analysis
  • A background in financial planning, investments, or related fields.
  • An impeccable attention to detail and an innate drive for excellence.
  • Strong communication skills, both written and verbal.
  • An ability to navigate complex data with ease.
  • A proactive approach to learning and growth.
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