Senior Paraplanner in Cardiff

Are you a detail-oriented professional with a passion for financial planning and mentoring others? We’re looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example, support advisers with complex cases and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and consistency, we’d love to hear from you.
What you’ll be doing:
Assessing the suitability of financial advice against customer needs and regulatory standards
Producing high-quality suitability reports and conducting technical research
Mentoring paraplanners and supporting their development
Leading improvements to advice workflows and client journeys
Ensuring documentation and advice meet compliance and governance standards
Collaborating with advisers, compliance and operations teams
Explaining advice recommendations clearly and fairly to customers
Managing team performance in line with company policies
Qualifications
Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience)
In-depth knowledge of pensions, investments, protection and tax planning
Strong understanding of FCA regulations including COBS and Consumer Duty
Proven experience producing compliant high-quality suitability reports
Experience supporting advisers with complex planning scenarios
Familiarity with financial planning tools and CRM systems
Exposure to process improvement and client journey design
Experience managing and coaching team members
Benefits
The opportunity to participate in our annual performance‑related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Healthcare plan (permanent employees only)
At least 25 days holiday plus public holidays, 26 days after 2 years service. There’s also the option to buy and sell holiday
Competitive family leave
Participation in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax‑efficient salary sacrifice (permanent employees only)
Many discounts for our own products and a range of high‑street stores and online
Our offices are great spaces to connect and collaborate with wellbeing at the heart (redesigned in 2023)
Additional Information
At L&G we believe it’s possible to generate positive returns today while helping to build a better future for all.
If you join us you’ll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.
We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part‑time, term‑time and job shares. Although some roles have limited flexibility due to customer demand accommodate requests when we can.
It doesn’t matter if you don’t meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
Remote Work
No
Employment Type
Full‑time
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