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Saffery Champness
Saffery Champness
Christchurchandeastdorset
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.
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.
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 Samantha.durbridge@idexconsulting.com.
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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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.