Job Description

Job description

I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter.

In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing to a first-class client experience. You'll have the opportunity to get stuck into a wide range of work, including more complex planning across investments, pensions, tax and protection. Expect a balance of independence and collaboration in a supportive environment.

The package includes:

  • Hybrid working: 2 days per week in the Cardiff office

  • Salary around £47, (DOE)

  • Annual bonus

  • Generous holiday allowance with the option to buy/sell

  • Life insurance (4x salary)

  • Group Income Protection

  • Death in Service

    • You'll be a great fit if you:

  • Are ...

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