Senior Paraplanner in Cardiff

Are you a detail-oriented professional with a passion for financial planning and mentoring others? We are 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.

Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• 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.
• Participate 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 we offer both for our own products and at a range of high street stores and online.
• In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart.

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 we 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

Key Skills

Graduate Engineering, Accounts Administration, Building Materials, Customer Support, Horticulture

Experience

Years

Vacancy

1