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Financial Reporting Financial Analyst Accounting & Finance

Senior Paraplanner: Technical Financial Planning Expert

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: Niche Private Clients
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 25000 - 40000 GBP Yearly GBP 25000.00 40000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Cardiff is seeking Paraplanners and Senior Paraplanners to assist in delivering high-quality financial advice. Candidates should have a degree in Accountancy or Finance, strong IT skills, and a client-focused approach. Responsibilities include assisting with financial planning, producing reports, and supporting client interactions. Senior roles require experience in a regulated advice firm and the ability to handle complex cases.

The firm offers competitive salaries ranging from £25,000 to £40,000 per annum depending on experience.
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Position Requirements
10+ Years work experience
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