Senior Paraplanner — Hybrid Cardiff, Technical Lead

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

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.