Paraplanner - Cardiff, Wales

Ref: 1594Tuesday 11 June 2024

Up to £42,000

A small, well-established Independent Financial Adviser (IFA) business seeking a dedicated Paraplanner to join their team. This is a fantastic opportunity to play a key role in a firm that values expertise and professionalism.

Salary: £34,000 - £42,000 per annum (depending on experience and qualifications)

Hybrid working is on offer with 2 days in the office with opportunity as you progress in the role to work more days at home. 

Main Duties:

  • Client Data Management: Inputting and maintaining client data using our back-office system.
  • Client Review Reports: Preparing comprehensive review reports, compiling various documents including valuations, for client meetings.
  • Administrative Support: Sending off Letters of Authority and requesting existing plan details from providers.
  • Product Research: Conducting detailed product research using a range of industry software for investments, pensions, mortgages, and protection products.
  • Compliance: Producing compliant suitability reports and illustrations.
  • Application Processing: Preparing and processing applications.
  • Meeting Coordination: Arranging and scheduling client meetings.
  • Industry Knowledge: Maintaining up-to-date product and general industry knowledge.
  • Communication Records: Recording client communications accurately.
  • Tax Calculations: Completing tax calculations where necessary.


  • Experience: Previous experience in IFA Paraplanning.
  • Technical Skills: Proficient with Microsoft Office Suite – Outlook, Word, and Excel.
  • Attention to Detail: Exceptional attention to detail.
  • Preferred Skills: Experience with Intelliflo, Cashcalc, and FE Analytics is highly desirable.


  • Competitive Salary: £34,000 - £42,000 per annum, depending on experience and qualifications.
  • Flexible Working: Opportunity for a hybrid working arrangement.
  • Pension Scheme: Company pension plan.
  • Convenience: Free on-site parking.

Why Join Us? Become an integral part of a stable and supportive team in a reputable IFA business. Enjoy the benefits of a competitive salary, a flexible working environment, and the opportunity to develop your career within a firm that values your expertise.


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