Paraplanner | £45K + Benefits | Cardiff-Based IFA Looking for more than just a standard paraplanning role? Join a highly respected Independent Financial Adviser (IFA) firm in Cardiff that truly values its paraplanners as an essential part of the advice process. Whether you’re a seasoned paraplanner...

Paraplanner Cardiff Office based role Up to £40k This role is best suited to those who have 2 years+ Paraplanning experience with good knowledge of pensions, including drawdowns, pension switches, SIPPs and SSAS. Level 4 Diploma desirable but not required. Salary up to £40k. The Role Within the...

A fantastic opportunity to join an established Financial Management company in Cardiff as a Paraplanner on a permanent basis.In this key role, you will technical and research support to Financial Planners in the delivery of their advice to clients, including completing research and analysis,...

Be the Strategic Backbone Behind Financial Planning Excellence This is an exciting opportunity for an experienced Paraplanner ready to step into a senior, hands-on technical management role within a highly respected Chartered Wealth Management firm. The business is known for its integrity-led...

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.Our client provides a truly holistic service across financial planning, wealth management,...

We have a fantastic vacancy for a Paraplanner to join our national Financial Planning client at their Cardiff Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.You will work closely with the Financial Planners by...

We have a fantastic vacancy for a Paraplanner to join our national Financial Planning client at their Cardiff Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.You will work closely with the Financial Planners by...

A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis.In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development.You will also...

A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also...

Trainee ParaplannerCardiffto £32,000, plus benefitsDuties and responsibilities include:Ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters.Prepare and collate documentation to support the recommendation and justify the provider and...

A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also...

Paraplanner Location: Caerphilly on a hybrid basis after settling in period/sign off - then a minimum of 2 days in the office Job Type: Full-timeSalary: depends on experience, qualifcations and skills - £38 - 45k plus benefits We are seeking a dedicated Paraplanner to join our team. This role...

Compliance Monitoring CoordinatorCardiffHybrid workingIf you have a strong compliance background in an FCA-regulated advice firm and a sharp eye for detail, this role offers the chance to make a real impact. You’ll join a respected, independent financial services group where your expertise will...