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Permanent

IFA Paraplanner

Cardiff
money-bag 40000.00-40000.00 Annual
3086807001
Posted 2 days ago

Paraplanner (IFA) - CardiffSalary: £40,000 - £45,000 + BenefitsWe''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 protectionConducting detailed research using industry platforms and toolsAnalysing client information and assisting in formulating recommendationsSupporting advisers with technical queries and case preparationEnsuring all work meets FCA and internal compliance standardsLiaising with providers and internal teams to progress cases efficientlyWhat We''re Looking ForMinimum 2 years'' paraplanning experience within an IFA environmentExperience working in an external paraplanning or outsourced support functionLevel 4 Diploma in Financial Planning (minimum requirement)Strong technical knowledge across pensions and investmentsExcellent report writing and analytical skillsHigh attention to detail and ability to manage multiple casesWhat''s on OfferSalary between

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