Ortus PSR is delighted to be recruiting on behalf of a fast-growing, forward-thinking independent financial advice firm that is entering an exciting phase of growth. Our client is seeking a talented, experienced Paraplanner to join their team in Cardiff and support their advisers in delivering exceptional client outcomes.
Role Overview
This is a fantastic opportunity for a Paraplanner to take the next step in their career, working closely with a team of Financial Advisers to produce high-quality financial planning reports and ensure an outstanding client experience.
Key Responsibilities
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Conduct detailed research and analysis to support advisers in delivering compliant financial advice
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Prepare and maintain accurate client files and documentation
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Produce suitability reports and financial plans in line with FCA requirements
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Assist with ongoing client reviews and formulate recommendations
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Liaise professionally with clients, providers, and other third parties
What’s on Offer
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Competitive Salary: Up to £45,000 per annum
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Hybrid Working: After your probation and training period, enjoy a mix of office and home working
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Flexible Hours: Choose between 8am–4pm or 8:30am–4:30pm to suit your lifestyle
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Generous Holiday: 30 days per year (including bank holidays) plus additional discretionary leave over Christmas (typically office closure from 23 December – 2 January)
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Career Development: Exam funding and study support available (subject to agreement)
Qualifications & Skills
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Level 4 Diploma (or working towards) in Financial Planning/Regulated Financial Advice
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Strong knowledge of pensions, investments, protection and tax planning
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Excellent analytical, research, and report-writing skills
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High attention to detail and ability to work independently
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Clear communication skills and a collaborative approach
Why This Role?
This is an opportunity to join a growing business that genuinely values its team and offers long-term career development. You’ll gain exposure to a variety of advice cases and work within a supportive, professional environment as the firm continues its expansion.
If you are a Paraplanner based in Cardiff looking for a hybrid, flexible role with great development potential, we’d love to hear from you. Apply today to be part of our client’s exciting growth journey.