At a Glance
- Tasks: Support Financial Planners with research, analysis, and client recommendations while mentoring junior staff.
- Company: Dynamic financial planning firm in Cardiff offering a collaborative work environment.
- Benefits: Competitive salary, flexible start date, and a 4-day working week.
- Other info: Opportunity for professional growth and to stay updated with industry changes.
- Why this job: Join a team making a real impact in financial planning and develop your career.
- Qualifications: Experience in paraplanning, strong technical knowledge, and excellent analytical skills.
The predicted salary is between 50000 - 50000 £ per year.
Location: Cardiff | Contract: Permanent – 4 day working week | Salary: £50,000 per annum | Start Date: Flexible | Contact: greg.waite@servicecare.org.uk
We are currently working on behalf of a client within the Financial Planning sector, seeking a Senior Technical Manager & Paraplanner to join their team in Cardiff. This senior technical role is responsible for supporting Financial Planners with high‑quality research, analysis, suitability reports and client recommendations, while also overseeing the workload and development of Paraplanners and Trainee Paraplanners. The successful candidate will maintain the quality of paraplanning work across the business, support complex client cases and ensure advice documentation is accurate, compliant and tailored to client objectives.
Key Responsibilities- Manage and oversee the workload of Paraplanners and Trainee Paraplanners.
- Monitor the quality of paraplanning work produced internally and by outsourced paraplanning providers.
- Liaise with outsourced paraplanning firms and coordinate work to be completed.
- Act as a point of contact for technical queries relating to paraplanning work.
- Attend leadership meetings and contribute to wider business discussions.
- Prepare new and existing client cashflows for cashflow meetings and Annual Strategy Meetings.
- Review meeting notes and tasks from Financial Planners and carry out agreed actions.
- Interpret client data gathered by Financial Planners and establish suitable recommendations.
- Analyse information received from clients and providers to identify appropriate solutions.
- Contact providers and third parties to gather detailed client and product information.
- Complete research and ensure this is saved accurately and consistently.
- Write suitability letters and financial planning reports that are accurate, personalised and aligned to client objectives.
- Prepare supporting appendices, illustrations, applications and key features documentation.
- Implement agreed actions following Authority to Proceed notifications.
- Monitor negative cash positions and recommend appropriate solutions.
- Complete annual ISA reporting where applicable.
- Participate in investment committee meetings.
- Analyse and provide specific client portfolio reporting.
- Ensure all work is carried out in line with compliance procedures.
- Keep up to date with legislation, product changes and ongoing CPD requirements.
- Previous experience in a Senior Paraplanner, Technical Manager or similar technical financial planning role.
- Strong technical knowledge across pensions, investments, tax wrappers and financial planning processes.
- Experience writing suitability letters and financial planning reports.
- Ability to review and assess the quality of paraplanning work.
- Experience supporting or mentoring Paraplanners / Trainee Paraplanners would be highly desirable.
- Diploma in Financial Planning or equivalent qualification.
- Willingness to work towards Level 6 qualification with a recognised professional body.
- Strong research, analytical and report‑writing skills.
- Excellent attention to detail and ability to work accurately under own initiative.
Senior Paraplanner in Cardiff employer: Service Care Solutions Ltd
Join a forward-thinking financial planning firm in Cardiff that champions a four-day working week, offering an excellent work-life balance and a competitive salary of £50,000 per annum. Our collaborative culture fosters professional growth, with opportunities to mentor and develop junior paraplanners while ensuring high-quality client service and compliance. Experience the unique advantage of working in a vibrant city known for its rich history and thriving community, making it an ideal place for both personal and professional fulfilment.
Contact Details:
Service Care Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Cardiff
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Care Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Cardiff
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Care Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Care Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Care Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Care Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Care Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Care Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
