Full job descriptionA dedicated technical research role with hybrid flexibility, this permanent Paraplanner job in Cardiff , offers a competitive salary dependent on experience alongside dedicated career development and complex case work. You will join an established national wealth management firm, working closely with independent financial advisers to deliver bespoke financial plans and detailed portfolio analysis across personal wealth solutions.


Where you fit in
This Paraplanner role exists to provide critical technical analysis, whole-of-market research, and suitability report preparation for experienced financial advisers. You will interpret complex client circumstances, analyse existing investment portfolios against suitable benchmarks, and craft compliant, high-quality advice documents within established service standards. Your contribution directly supports the delivery of clear, trusted advice to individual and commercial clients.


What the job involves
- Conduct independent product and investment research using company-approved technical tools within agreed timescales
- Prepare bespoke suitability reports and transfer analyses covering multiple areas of financial planning
- Analyse client investment portfolios against benchmarks to construct structured New Business Investment Reports
- Interpret complex pension and investment plan data to assess transfer viability and client risk
- Monitor regulatory developments, new legislation, and product changes to maintain advice quality
- Assist with the technical development and case coaching of trainee paraplanners across the team


Paraplanner Requirements
- Level 4 Diploma in Financial Planning or Regulated Financial Planning (Essential)
- Proven experience within an independent financial advisory (IFA) environment (Essential)
- Demonstrable experience in personal financial planning research and complex report writing (Essential)
- Working knowledge of specialist research tools, financial planning analysis, and Microsoft Office (Essential)
- Strong technical grounding in transfer analysis and bespoke portfolio comparison (Desirable)


Behind the role
You will join a well-established wealth management practice known for its collaborative, client-focused environment. The team balances rigorous technical standards with internal progression opportunities, supported by ongoing training initiatives and long-term career support.


Paraplanner Benefits
- 38,000-46,000 dependent on experience, aligned with market rates
- Discretionary annual company bonus scheme following one year of service
- Hybrid working pattern from the Cardiff office
- Contributory company pension scheme and group death-in-service coverage
- Comprehensive holiday allowance with options to buy and sell leave, plus your birthday off
- Healthcare cash plan through MediCash alongside retail and gym membership discounts
- Funded professional development and tailored study support towards advanced technical qualifications


What happens next
Your application comes directly to Premier Jobs UK, where an experienced recruiter reviews every submission and personally replies to every applicant. If your technical background matches what our client is looking for, we will arrange a confidential conversation to discuss your goals and expectations before submitting your profile. We never introduce you to our client without your clear permission. Apply today to explore this Paraplanner role in Cardiff .


Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.