Based Hybrid work from home / Cardiff office based, Cardiff

Flexibility Occasional Travel to other UK offices

Contract Type Permanent

Job Type Full time

Hours Monday - Friday, 09:00 - 17:30

Start Date ASAP

Role responsibilities

  • Analysis of new and existing client’s current personal and financial circumstances and objectives
  • Technical support to our Advisers
  • Writing and Producing detailed Suitability Reports
  • Communicating with our clients
  • Cash flow modelling / risk profiling
  • Preparing annual client reviews and meeting documents with Advisers

Skills and experience

  • Level 4 Diploma qualified or working towards this
  • Previous experience as a Paraplanner
  • Ability to prioritise workload

Person specification

  • Well presented, professional and articulate with excellent interpersonal skills
  • Excellent attention to detail
  • Excellent time management, organisational and administrative skills
  • Demonstrate the ongoing use of initiative
  • Confident, personable and approachable disposition
  • A proactive approach and the ability to think ahead and forward-plan
  • A proven ability to prioritise and manage a varied workload
  • Ability to communicate professionally and respectfully with all whom you interact
  • Strong communication skills, both verbal and written
  • Ability to work effectively under pressure while maintaining a level-headed and calm approach in all situations


  • Salary is competitive
  • 25 days annual leave including the opportunity to buy and sell holiday
  • Workplace Pension
  • Private Health Insurance
  • Life Assurance at 4x Salary
  • Income Protection Cover
  • Optical Care vouchers and many more benefits and discounts

We are an equal opportunities employer and ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race.

Appointment is subject to the appropriate basic disclosure/DBS checks, and satisfactory references.

This vacancy is open to direct applicants only, no agencies please.

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