Paraplanner — Build Trusted Financial Plans & Reports

Legal And General Group; Cardiff; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading UK financial services group is seeking a Paraplanner to deliver high-quality financial planning solutions. You will provide analytical support to advisers and ensure client recommendations are compliant and tailored. This role emphasizes collaboration and offers the ability to make a real impact on client outcomes. The ideal candidate has experience in a paraplanning role and a strong knowledge of financial planning tools.

Benefits

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare plan

25+ days of holiday

Flexible working options

Electric car scheme

Qualifications

• Experience producing accurate, compliant reports.
• Knowledge of FCA regulations including COBS.
• Skilled in using financial planning tools.

Responsibilities

• Prepare compliant suitability reports.
• Conduct research across financial sectors.
• Collaborate with advisers for client needs.

Skills

Experience in paraplanning role

Strong knowledge of pensions

Knowledge of tax planning

Ability to interpret client data

Proven ability to build rapport

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelligent Office

Job description

A leading UK financial services group is seeking a Paraplanner to deliver high-quality financial planning solutions. You will provide analytical support to advisers and ensure client recommendations are compliant and tailored. This role emphasizes collaboration and offers the ability to make a real impact on client outcomes. The ideal candidate has experience in a paraplanning role and a strong knowledge of financial planning tools.