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Financial Services Accounting & Finance Financial Analyst

Paraplanner: Investment Research & Compliance

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Burley Fox Limited
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
A boutique financial advisory firm in Cardiff is seeking a full-time Paraplanner to provide technical support to directors in delivering services to corporate and private clients. The successful candidate will have a minimum of four years' experience in the IFA sector and be adept at using investment software. Responsibilities include reviewing investment portfolios, ensuring compliance, and producing client documentation. A competitive salary and benefits such as a pension scheme and private medical insurance are offered.
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