Jobs in Cardiff, United Kingdom

Job Title: Paraplanner

Location: Ashby-de-la-Zouch (Remote)

Salary: (phone number removed)+ DOE

We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team.

You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions.

This is a collaborative role in a well-structured practice that genuinely values development and quality advice.

• Research and analyse financial products to meet clients’ needs and objectives.
• Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash‑flow models and reports.
• Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process.
• Produce accurate IHT calculations, client reviews, and investment performance summaries.
• Keep client records and back‑office systems (Salesforce, Voyant, etc.) fully up to date.
• Ensure all recommendations are compliant with SJP and FCA standards.
• Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings.

• Previous paraplanning experience in an IFA or SJP environment.
• Strong technical knowledge across pensions, investments, IHT, and tax planning.
• Confident using research tools and cash‑flow software.
• Excellent written and verbal communication skills, with a sharp eye for detail.
• Organised, proactive, and able to manage your own workload effectively.
• A positive, team‑focused attitude and genuine enthusiasm for helping clients.

• Work closely with experienced advisers in a respected, client‑first SJP Partner Practice.
• Be part of a team that values quality advice, professional growth, and long‑term relationships.
• Remote Options
• Salary package (£35,000-£40,000+ depending on experience).
• Support for ongoing exams, training, and professional development.

If you're a Paraplanner who prides yourself on high‑quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.