Senior Paraplanner
2 weeks ago
Job Description 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 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; option to buy and sell holiday Competitive family leave Electric car scheme (permanent employees only) Various discounts on our products and high street stores Wellbeing‑focused office environments 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. We value outcomes over attendance and support flexible working options—including part-time, term‑time, and job shares—where possible. It doesn’t matter if you don’t meet every single criterion in this advert. Think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose. Seniority level Not Applicable Employment type Full‑time Job function Finance Location Cardiff, Wales, United Kingdom #J-18808-Ljbffr
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Senior Paraplanner
2 weeks ago
Cardiff, United Kingdom Aspire Executive Search Full time**Senior Paraplanner with an element of Quality work Cardiff, Salary up to £60,000 dependent upon experience. Excellent benefits and an element of Home working.** **Are you currently a Paraplanner looking for a more stimulating and challenging role?** Would you like a role that is varied and pivotal to the delivery of the very best client service? Do you...
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...
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Senior Paraplanner
4 days ago
Cardiff, United Kingdom Finlink Ltd Full timeOverview Senior Paraplanner Hybrid Working Cardiff based Up to £50k This role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there...
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Paraplanner
22 hours ago
Cardiff, United Kingdom IDEX Consulting Full timeJob description I'm currently representing a well-established, reputable independent financial planning firm is expanding their team in Cardiff following continued growth - and they're looking for a Paraplanner to join them.In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client...
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Senior Paraplanner
2 weeks ago
Cardiff, United Kingdom Finlink Ltd Full timeSenior ParaplannerHybrid WorkingCardiff based Up to £50kThis role is best suited to those who have 2+ years paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be...
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Senior Paraplanner: Lead Research
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Full timeA leading financial advisory firm in Cardiff seeks a Senior Paraplanner to support financial advisers in delivering outstanding client services. You will be responsible for market analysis and overseeing a team of paraplanners, ensuring effective workload management. The ideal candidate should possess a Level 4 Diploma in Regulated Financial Planning and...
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Senior Paraplanner
7 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeJob DescriptionResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma...
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Senior Paraplanner
5 days ago
Cardiff, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeJob DescriptionResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma...
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Senior Paraplanner: Lead Adviser Support
21 hours ago
Cardiff, United Kingdom LegalAndGeneral Full timeA leading financial services company is seeking a detail-oriented Senior Paraplanner in Cardiff. This full-time role involves assessing the suitability of financial advice, producing high-quality reports, and mentoring paraplanners. Ideal candidates will have a Level 4 Diploma in Regulated Financial Planning, strong regulatory knowledge, and experience in...
