Paraplanner - Wealth Management/IFA Location: Cardiff - hybrid working, ideally 2 days in the office but open to discussions Salary: Competitive (dependent on experience and qualifications) Job Type: Full-time, Permanent My client-are a focused Wealth Management and Independent Financial Advisory (IFA) firm dedicated to delivering tailored financial planning solutions. They are seeking an experienced and qualified Paraplanner to provide high-level technical and research support to our advisers. Day-to-Day of the Role: Prepare bespoke, compliant suitability reports for pensions, investments, tax planning, and protection. Conduct detailed product and fund research using financial planning tools and platforms. Support advisers in the development of financial plans and client strategies. Analyze clients' existing arrangements and provide recommendations aligned with their goals. Assist with technical queries and stay updated on legislative and regulatory changes. Collaborate with the administrative team to ensure efficient case progression and client communication. Ensure all advice and documentation meet FCA compliance requirements. Required Skills & Qualifications: Minimum Level 4 Diploma in Regulated Financial Planning, with progression towards or achievement of Level 6 (Advanced Diploma/Chartered) highly desirable. Minimum of 3 years’ paraplanning experience within a Wealth Management, IFA, or Financial Planning environment. Proficient with financial planning software, provider platforms, and Microsoft Office. Detail-oriented, proactive, analytical, and client-focused. Strong knowledge of pensions, investment platforms, tax wrappers, trusts, and estate planning. Benefits: Competitive salary and benefits package. 25 days annual leave plus bank holidays. Death in service benefit. 8% employer pension contribution. Private Health Insurance. Potential for hybrid working. Professional development opportunities, including support towards Chartered status. How to Apply: If you are a qualified, experienced paraplanner looking to advance your career, we would love to hear from you Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position. Join and be part of a firm where your expertise shapes the future of our clients’ financial wellbeing.