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