Location

Cardiff

Salary Competitive TypePermanent WorkplaceOn-Site Ref89642

Paraplanner Independent Financial Planning Firm

Location: Cardiff (Hybrid working)

Salary: Competitive, dependent on experience

The Role

This is a full-time, hybrid role providing technical and research support to advisers, with a strong focus on investment analysis and portfolio reviews. Youll be involved in producing suitability reports, conducting investment research, and ensuring advice is delivered in line with regulatory and Consumer Duty requirements.

Key Requirements

Previous experience in a Paraplanner role within an IFA environment

Strong investment knowledge and confidence using research tools

Excellent report writing and attention to detail

Comfortable working with platforms and back-office systems (I...