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  • Salary: £25000 - £40000 per annum
  • Location: Cardiff
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    12 Mar 2019
  • Job reference: 32371

Paraplanners in Cardiff; do you want all the perks of working for a national 'Top 100' IFA, but would prefer to be in a team with more of a cohesive, family feel and an environment that is flexible and autonomous?

My client is looking for a Diploma Qualified Paraplanner to join their close-knit Cardiff office.
The role involves preparing written advice and provide technical research services to a small team of Financial Planners.


  • Prepare suitability reports appropriate to level of experience and under relevant supervision
  • Ensure all relevant compliance paperwork has been carried out
  • Carry out technical research as part of the existing arrangement review process
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures
  • Obtain data on in-house and third-party products in order to provide technical valuations as required
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check
  • Deal with client and Insurer queries to completion as appropriate
  • Ensure that client queries are appropriately investigated and accurate response given
  • Accurately and efficiently support the private client/financial planning team to enable the achievement of targets and meet client expectations
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution

To be successful you will need

  • CII Level 4 Diploma qualified in Regulated Financial Planning (or equivalent)
  • Experience in a similar role
  • A positive, can do attitude
  • Excellent verbal and written communication skills, with an eye for detail
  • Professional telephone manner

If successful, you will benefit from

  • A salary of up to £40,000
  • Progression into advice available
  • Good transport links
  • Flexible working options, including working from home and flexible hours
  • Exam support
  • DIS
  • Company pension scheme

This is an excellent opportunity to progress your career with a professional practice, who have an excellent reputation for providing learning and development opportunities to their employees in a friendly and welcoming environment. If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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