Paraplanner

Legal & General

📍 Cardiff, Wales, United Kingdom 💼 Permanent 🕒 Posted June 19, 2026

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Job Description

Job Description
Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.What you'll be doing:Preparing clear and compliant suitability reports tailored to client circumstances
Conducting research across pensions, investments, protection, and tax planning
Analysing client data and risk profiles to inform advice strategies
Collaborating with advisers to refine recommendations and clarify client needs
Ensuring all advice meets FCA requirements and internal compliance standards
Supporting advisers with technical input and evidence-based solutions
Explaining our approach to financial advice and ens...
            

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Job Details

Location Cardiff, Wales
Job Type Permanent
Category Business Operations Specialists
Posted Date June 19, 2026
Application Deadline July 29, 2026