Paraplanner: Elevate Financial Planning & Research

Chase de Vere; Cardiff; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Life assurance – 4× salary

Comprehensive training program

Paid study leave

Voluntary flexible benefits

Cycle to work Scheme

Two paid volunteering days

Job summary

A leading financial services firm in Cardiff is seeking an experienced Paraplanner to provide independent financial research and advice. Responsibilities include conducting thorough financial analysis, preparing suitability reports, and ensuring compliance with regulations. The ideal candidate will have over 2 years of experience in a similar role with strong technical knowledge and attention to detail. This full-time position offers a competitive salary, annual bonus, and numerous benefits including paid study leave and flexible perks.

Qualifications

• Minimum of 2 years experience in a paraplanning role.
• Ability to conduct detailed financial research and analysis.
• Skilled in writing technical suitability reports.

Responsibilities

• Conduct research on clients’ financial planning arrangements.
• Undertake investment portfolio analysis.
• Compile investment and pension documentation.
• Write suitability reports and service agreement letters.
• Ensure compliance with FCA regulations.

Skills

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Ability to work in a fast-paced environment

Education

Level 4 Diploma in Regulated Financial Planning

Financial Planning (R0) qualifications

Job description

A leading financial services firm in Cardiff is seeking an experienced Paraplanner to provide independent financial research and advice. Responsibilities include conducting thorough financial analysis, preparing suitability reports, and ensuring compliance with regulations. The ideal candidate will have over 2 years of experience in a similar role with strong technical knowledge and attention to detail. This full-time position offers a competitive salary, annual bonus, and numerous benefits including paid study leave and flexible perks.