Paraplanner

IDEX Consulting; Cardiff; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Cardiff seeks an experienced Paraplanner to provide technical support to advisers and enhance client experiences. This role offers hybrid work, with two days weekly in-office, and requires a Diploma Level 4 qualification or progression towards Chartered status. You will engage with complex financial planning across investments, pensions, and taxes, while benefiting from a supportive environment. A competitive salary around £45,000 and generous benefits are included.

Benefits

Annual bonus

Generous holiday allowance

Life insurance (4x salary)

Group Income Protection

Death in Service

Qualifications

• Experience in paraplanning with strong technical abilities.
• Ability to research and write detailed client reports.
• Proactive attitude and organizational skills.

Responsibilities

• Provide technical support to senior advisers.
• Work on complex planning across investments, pensions, tax, and protection.
• Contribute to a first-class client experience.

Skills

Diploma qualified (Level 4) or progressing towards Chartered

Strong technical capability

Excellent research skills

Report-writing skills

Proactive and organized

Comfortable working with advisers and clients

Education

Diploma Level 4 in financial planning

Job description

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff!

In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection. Expect a balance of independence and collaboration in a supportive environment.

The package includes:

• Hybrid working: 2 days per week in the Cardiff office
• Salary around £45,000 (DOE)
• Annual bonus
• Generous holiday allowance with the option to buy/sell
• Life insurance (4x salary)
• Group Income Protection
• Death in Service

You’ll be a great fit if you:

• Are Diploma qualified (Level 4) or progressing towards Chartered
• Bring solid paraplanning experience and strong technical capability
• Have excellent research and report‑writing skills
• Are proactive, organised, and comfortable working closely with advisers and clients

This is a brilliant opportunity for a Paraplanner who wants to develop within a highly regarded firm known for its personal approach and supportive culture.

If this sounds like the right move for you, please get in touch or send your CV to [e-mail].

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At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.