Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with research, report writing, and compliance.
- Company: Established financial planning firm in Cardiff with a focus on growth.
- Benefits: Competitive salary, exam support, 26 days leave, and flexible working.
- Other info: Clear progression opportunities, including potential advisory roles.
- Why this job: Join a dynamic team and make a real impact on client outcomes.
- Qualifications: Experience as a Paraplanner and strong technical knowledge in finance.
The predicted salary is between 30000 - 40000 £ per year.
An established and growing financial planning firm in Cardiff is seeking an experienced Paraplanner to join its technical team. This role offers the opportunity to work closely with a team of Financial Advisers, playing a key part in delivering high-quality client outcomes while benefiting from strong career development prospects.
As a key member of the back-office function, you will be responsible for supporting advisers through research, report writing, and ensuring compliance with regulatory standards. The position offers a high degree of autonomy and the chance to contribute meaningfully to the firm’s continued success.
Key Responsibilities- Prepare client files for adviser meetings, ensuring all documentation meets regulatory requirements
- Conduct detailed research on financial products and recommend suitable solutions
- Utilise financial planning tools to assess risk, suitability, and market options
- Compile and structure suitability reports for adviser review
- Liaise with advisers and management to support client case work
- Ensure all compliance procedures are followed and records are accurately maintained
- Assess risks and opportunities across new and existing client cases
- Previous experience in a Paraplanner role within an IFA environment
- Strong technical knowledge across pensions, investments, inheritance tax, estate planning, trusts, and protection
- Good understanding of FCA regulations and their practical application
- Experience using financial planning and research tools (e.g. Intelligent Office, FE Analytics, CashCalc, Iress, etc.)
- Strong analytical skills with high attention to detail
- Excellent written and verbal communication
- Ability to manage workload effectively and meet deadlines
- Professional, ethical, and able to work both independently and as part of a team
- Level 4 Diploma (or working towards) preferred
- Competitive salary
- Exam support and structured development
- 26 days annual leave plus additional Christmas shutdown
- Pension contribution and group life scheme
- Flexible working arrangements
This role offers clear long-term progression, including the potential to move into an advisory position with client opportunities available.
Locations
Paraplanner in Newport, Wales employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work as advisers or in similar roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and compliance regulations confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Paraplanner role! We’re always on the lookout for passionate candidates, and applying directly helps us see your application first.
We think you need these skills to ace Paraplanner in Newport, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, compliance, and any relevant tools you've used. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, make sure to mention your experience with pensions, investments, and FCA regulations. We’re keen to see how you can apply your expertise to help our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and FCA regulations. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Prepare Real-Life Examples
Think of specific situations where you've successfully supported advisers or managed client cases. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you demonstrate your experience effectively.
✨Showcase Your Research Skills
Be ready to discuss how you conduct research on financial products. Mention any tools you’ve used, like Intelligent Office or CashCalc, and explain how they’ve helped you make informed recommendations in the past.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the firm’s approach to client outcomes or their compliance processes. This shows that you’re genuinely interested in the role and eager to contribute to their success.