Junior Paraplanner

We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who are currently undergoing a period of sustained growth.

Their team of professionals are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.

We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more.

Key Responsibilities

• Assist in the preparation of detailed financial plans and reports.
• Conduct research on financial products, investment strategies, and market conditions.
• Analyse client portfolios and provide recommendations based on findings.
• Maintain accurate and up-to-date client records and financial data.
• Ensure compliance with regulatory requirements and company policies.
• Provide administrative support to the financial planning team as needed.

Requirements

• Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered.
• Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong written and verbal communication skills.
• Ability to work both independently and as part of a team.
• Desire to pursue a career in financial planning and attain relevant certifications

What’s On Offer

• Basic salary to £35,000
• Discretionary bonus & benefits package
• Hybrid working
• Opportunities for professional development and career advancement
• Supportive and collaborative work environment