Paraplanner

Job Description Quick Questions:Do you have Paraplanning experience?Do you have experience using Intelligent Office and FE Analytics?Are you looking for a hybrid full time Paraplanner role in Cardiff?Benefits:Contributory pension scheme (with salary exchange)Non-contributory death in service coverNon-contributory income protection schemePrivate medical insurance (after a 6-month qualifying period)33 days holiday, including bank holidaysOn-site office parkingAbout the Company:Boutique firm of Chartered Financial Planners, with a strong culture founded on the principle of truly independent financial advice.Key Duties for this Paraplanner role:Prepare high-quality client documentation, including:Suitability reportsClient-specific illustrationsKey Features DocumentsPrepare existing client files for periodic reviews.Attend adviser debriefs following client meetings and accurately receive instructions.Assist with investment research projects and compliance file checks.Skills Required for this Paraplanner role:Excellent report writing and written communication skillsDetailed working knowledge of investment platforms (experience with Aberdeen and AEGON ARC advantageous)Exceptional attention to detail and accuracyHigh level of IT proficiency, including:Intelligent Office (highly desirable)FE Analytics / Financial Express (highly desirable)Microsoft Office (Word, Excel, Outlook, Teams)Apply Today for This Paraplanner Role:Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.JBRP1_UKTJ

Created: 2026-01-23