Senior Paraplanner

Hybrid Working

Cardiff based

Up to £50k

This role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

The Business

The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It’s on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they’re building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They’re directly authorised and looking to grow.

The Role

As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team.

The Benefits

• Salary up to £50k
• Hybrid working
• Death in Service (4 x annual salary)
• Private Medical Insurance
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% minimum (company will match up to 10%)
• Discretionary 10% annual bonus based on company performance.
• 28 days 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year.

Apply

If you want