Paraplanner - Hybrid working options

ZipRecruiter; Cardiff; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A highly regarded financial planning firm in Cardiff seeks an experienced Paraplanner to provide critical support to the Managing Director and clients. This role involves technical contributions from initial meetings through to case progression, emphasizing collaboration and a client-centric approach. A competitive salary, bonus, and flexible hybrid options are part of the offer.

Benefits

Competitive salary

Bonus structure

Flexible working options

Qualifications

• Strong experience in a paraplanning role.
• Excellent understanding of the financial advice process.
• Experience with cashflow modelling tools.

Responsibilities

• Support client meetings and advice preparation.
• Build and maintain client fact-finds and cashflow models.
• Ensure advice is technically sound and compliant.

Skills

Cashflow modelling

Proactive management

Compliance understanding

Education

Diploma in Regulated Financial Planning

Job description

Job Description

A highly successful boutique Independent Financial Planning practice based in the centre of Cardiff are currently seeking to recruit an experienced Paraplanner. The focus of this position is to provide 1-2-1 technical support to the Managing Director and their growing book of clients.

This is much more than a report-writing role. You’ll be involved from the very start - attending meetings, building cashflow models, supporting complex cases and helping shape how advice is delivered. You’ll be a key part of a small, collaborative team that values clarity, integrity and client relationships above all else.

Responsibilities:

• Working one-to-one with the Managing Director to support client meetings, follow-ups, and advice preparation.
• Building and maintaining detailed client fact-finds and cashflow models.
• Helping ensure advice is technically sound, compliant, and delivered smoothly.
• Taking ownership of case progression — keeping things moving and staying on top of key milestones.
• Playing a role in shaping internal processes, due diligence reviews, and occasionally helping with wider projects around compliance and systems.

About You:

• Strong experience in a paraplanning role.
• Level 4 qualified (Diploma in Regulated Financial Planning) is , but highly experienced professionals working towards this will also be considered.
• Excellent understanding of the full financial advice process and associated compliance.
• Skilled in cashflow modelling tools (e.g., Cashcalc).
• Proactive, well-organised, and able to manage multiple cases and priorities effectively.
• Comfortable working closely with both advisers and clients in a collaborative, boutique setting.

This is an outstanding opportunity to join a well-regarded, client-centric firm where you’ll be a core part of the business. A competitive salary, bonus structure, company benefits, and flexible hybrid working are all on offer.