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For Companies At a Glance
- Tasks: As a Paraplanner, you'll support Advisers with reports, research, and financial calculations.
- Company: Join a modern wealth management firm focused on innovative financial advice and technology.
- Benefits: Enjoy hybrid working, career development support, and a collaborative team environment.
- Why this job: Make a real impact on clients' financial goals while growing in a supportive culture.
- Qualifications: Experience as a Paraplanner with strong report-writing skills; Level 4 qualification preferred.
- Other info: We prioritise diversity and inclusion, ensuring everyone can thrive authentically at work.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
Senior Paraplanner – £47,000 (DOE) + Bonus – Cardiff / Hybrid
I’m currently representing a well-regarded independent financial planning firm in Cardiff. This is a fantastic opportunity for a Paraplanner with a minimum of 3 years experience to join a highly respected, forward-thinking advice business.
You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.
What’s on offer:
- Hybrid working, 2 days per week in office
- Salary up to £47,000
- Annual bonus
- Generous annual leave & pension contribution
- Life insurance – 4x base salary
What we’re looking for:
- Diploma qualified (Level 4)
- Solid paraplanning experience, with strong technical knowledge
- Excellent report writing and research skills
- Proactive, detail-oriented, and confident working closely with advisers and clients
- Must be commuting distance from Cardiff
This is an excellent opportunity for a Paraplanner seeking a supportive, professional environment within a business known for delivering a high standard of personal service. The firm is also open to considering mid-level Paraplanners, so if you feel you may not yet meet the criteria for a Senior role, we would still encourage you to apply.
If you’re ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com
Senior Paraplanner – £47,000 (DOE) + Bonus – Cardiff / Hybrid
Paraplanner employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial products and regulations. Staying updated on industry trends will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with current Paraplanners and financial advisers. Engaging with professionals in the field can provide valuable insights into the company culture and expectations, which you can leverage in your discussions with us.
✨Tip Number 3
Prepare to discuss specific examples of your past work that highlight your report-writing and research skills. Being able to articulate your experience clearly will help you stand out as a strong candidate.
✨Tip Number 4
Showcase your collaborative mindset by discussing how you've worked effectively in teams before. We value a people-focused culture, so demonstrating your ability to work well with others will resonate with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on your report-writing and research skills. Include specific examples of financial products you've worked with, such as pensions and investments.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company's modern approach to wealth management. Emphasise your collaborative mindset and how you can contribute to their people-focused culture.
Showcase Relevant Qualifications: If you have a Diploma (Level 4) or are working towards it, make sure to mention this prominently in your application. Highlight any ongoing training or mentoring you’ve received that aligns with the role.
Demonstrate Communication Skills: In your application, provide examples of how you've effectively communicated complex financial information to clients or colleagues. This will showcase your strong communication skills, which are essential for the role.
How to prepare for a job interview at IDEX Consulting Ltd
✨Showcase Your Technical Skills
As a Paraplanner, you'll need to demonstrate your strong report-writing and research skills. Be prepared to discuss specific examples of how you've successfully prepared compliant suitability reports or conducted financial calculations in previous roles.
✨Understand Financial Products
Make sure you have a solid understanding of various financial products, including pensions, investments, and protection. During the interview, be ready to discuss how these products can meet client needs and how you've applied this knowledge in your past experiences.
✨Emphasise Collaboration
This role requires a collaborative mindset, so highlight your experience working in teams. Share examples of how you've worked alongside Advisers and Client Services to achieve common goals, showcasing your ability to contribute to a supportive team environment.
✨Express Your Commitment to Professional Development
The company values career development, so express your enthusiasm for ongoing training and professional qualifications. If you're working towards your Diploma (Level 4), mention this and discuss how you plan to continue your education in the field.
