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Job Description
Cardiff
Salary Competitive TypePermanent WorkplaceOn-Site Ref89642Paraplanner 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...