Job description
I'm currently representing a well-established, reputable independent financial planning firm is expanding their team in Cardiff following continued growth - and they're looking for a Paraplanner to join them.
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.
The package includes:
- Hybrid working: 2 days per week in the Cardiff office
- Salary around £45,000 (DOE)
- Annual bonus
- Generous holiday allowance with the option to buy/sell
- Life insurance (4x salary)
- Group Income Protection
- Death in Service
You'll be a great fit if you:
- Are Diploma qualified (Level 4) or progressing towards Chartered
- Bring solid paraplanning experience and strong technical capability
- Have excellent research and report-writing skills
- Are proactive, organised, and comfortable working closely with advisers and clients
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.
