We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who are currently undergoing a period of sustained growth. Their team of professionals are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. Key Responsibilities Assist in the preparation of detailed financial plans and reports. Conduct research on financial products, investment strategies, and market conditions. Analyse client portfolios and provide recommendations based on findings. Maintain accurate and up-to-date client records and financial data. Ensure compliance with regulatory requirements and company policies. Provide administrative support to the financial planning team as needed. Requirements Individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred - although Administrators with exposure to paraplanning will also be considered. Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint). Strong written and verbal communication skills. Ability to work both independently and as part of a team. Desire to pursue a career in financial planning and attain relevant certifications What’s On Offer Basic salary to £35,000 Discretionary bonus & benefits package Hybrid working Opportunities for professional development and career advancement Supportive and collaborative work environment