Senior Paraplanner

Heat Recruitment

📍 Cardiff, Wales, United Kingdom 💼 Permanent 🕒 Posted June 11, 2026

Apply Now Similar Jobs

Job Description

                Location
Cardiff
 Salary Competitive TypePermanent WorkplaceOn-Site Ref89777 Recruiter Managing This Role
Senior Paraplanner Hybrid (23 days office)

Salary up to £50,000 + bonus & benefits

An established and highly respected financial planning firm is looking to add an experienced Paraplanner or Senior Paraplanner to its growing technical team.

Working closely with advisers and client support teams, you will play a key role in delivering high-quality, compliant financial advice across a broad client base.

The Role:

Conduct detailed research and analysis of client financial arrangements

Undertake investment portfolio and asset allocation analysis

Prepare investment, pension and protection illustrations

Write clear, accurate suitability reports and service documentation

Support annual client revi...

Ready to Apply?

Submit your application today and join our talented team at Heat Recruitment.

Submit Application

Job Details

Location Cardiff, Wales
Job Type Permanent
Category Business Operations Specialists
Posted Date June 11, 2026
Application Deadline July 21, 2026