Paraplanner

Templegate Recruitment Specialist Recruiters in Financial Services

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
Job Title: Paraplanner
Location: Cardiff (Full time in the office)
Salary: £32,000 to £45,000
Why Join Us? This is an excellent opportunity for a developing or experienced Paraplanner to join a supportive and collaborative financial planning environment. Youll be working closely with experienced advisers and planners, contributing to high-quality technical work and client outcomes while continuing to build your professional development.
Benefits: 25 days holiday plus 1 additional day for your birthday
Christmas shutdown period
Company pension scheme
Group Life Assurance scheme
Flexible approach to working hours
Full exam support provided
Exams preferred (study support available for ongoing or future qualifications)
Full-time office-based role
About the Company: A well-established financial planning business providing holistic advice to a diverse client base. The team is known for its strong technical standards, client-focused approach, and supportive working culture that encourages professional growth and progression within financial planning.
Key Responsibilities: Prepare detailed suitability reports and technical recommendations
Conduct research using cashflow modelling and financial planning tools
Analyse client information including pensions, investments, protection, and tax planning
Support advisers in delivering compliant and high-quality advice
Liaise with providers and third parties to obtain policy information
Maintain accurate client records and ensure documentation meets regulatory standards
Work closely with advisers to ensure efficient case progression
What Were Looking For: Experience in a Paraplanning or technical financial planning support role
Strong understanding of financial planning products and advice processes
Ability to produce clear, compliant suitability reports
Excellent attention to detail and organisational skills
Strong communication skills and ability to work within a team
Ideally working towards or holding Level 4 Diploma in Financial Planning
Desirable Skills: Experience with financial planning software and cashflow modelling tools
Knowledge of pensions, investments, tax planning, and protection
Experience working within an IFA or wealth management environment
Progress towards Chartered status or willingness to continue studying
How to Apply: Interested? Submit your CV today! If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. Well also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. xwzovoh If you havent heard from us within 7 days, please assume your application has not been successful on this occasion.