Paraplanner Cardiff

New Yesterday

My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients.
The Role
Technical support to advisers following client meetings
Investment portfolio reviews and research
Preparation of suitability reports and client documentation
Ensuring ongoing compliance and Consumer Duty requirements
Key Requirements
Minimum 4 years experience in the IFA sector
Strong investment knowledge and analytical skills
Excellent report writing and attention to detail
Comfortable using investment and back-office systems (FE Analytics / Intelligent Office desirable)
Level 4 Diploma qualified or close to completion
Able to work independently in a fast-paced, paperless environment
Benefits
Competitive salary (DOE)
Pension, PMI, death in service & income protection
Hybrid working options
Apply now to join a professional, supportive and growing financial planning team.
TPBN1_UKTJ
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Location:
Cardiff
Salary:
£40,000
Job Type:
FullTime
Category:
Banking

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