IFA Paraplanner

Posted 19 hours 42 minutes ago by Finlink Ltd

£40,000 - £45,000 Annual
Permanent
Full Time
Other
South Glamorgan, Cardiff, United Kingdom
Job Description

Paraplanner (IFA) - Cardiff

Salary: £40,000 - £45,000 + Benefits

We're working with a well-established and growing financial planning firm in Cardiff that is looking to appoint an experienced Paraplanner to support its team of advisers. This is a fantastic opportunity for someone who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality client outcomes.

The Role

You will work closely with Financial Advisers to provide full paraplanning support across the advice process. This includes research, report writing, and ensuring all recommendations are compliant and aligned with client objectives.

Key responsibilities include:

  • Preparing suitability reports across pensions, investments, and protection
  • Conducting detailed research using industry platforms and tools
  • Analysing client information and assisting in formulating recommendations
  • Supporting advisers with technical queries and case preparation
  • Ensuring all work meets FCA and internal compliance standards
  • Liaising with providers and internal teams to progress cases efficiently

What We're Looking For

  • Minimum 2 years' paraplanning experience within an IFA environment
  • Experience working in an external paraplanning or outsourced support function
  • Level 4 Diploma in Financial Planning (minimum requirement)
  • Strong technical knowledge across pensions and investments
  • Excellent report writing and analytical skills
  • High attention to detail and ability to manage multiple cases

What's on Offer

  • Salary between £40,000 - £45,000 (depending on experience)
  • Free on-site parking
  • Supportive and collaborative team environment
  • Opportunity to further develop technical expertise
  • Stable and growing business with a strong reputation

This is a great opportunity for a paraplanner who enjoys technical work and wants to be part of a firm that values quality, professionalism, and long-term relationships.

If you'd like to find out more, apply today or get in touch for a confidential conversation.