Technical Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title: Paraplanner

Location: Cardiff (Full time in the office)

Salary: Competitive (dependent on experience)

Why Join Us? This is an excellent opportunity for a developing or experienced Paraplanner to join a supportive and collaborative financial planning environment. You’ll be working closely with experienced advisers and planners, contributing to high-quality technical work and client outcomes while continuing to build your professional development.

Benefits: • 25 days holiday plus 1 additional day for your birthday

• Christmas shutdown period


• Company pension scheme


• Group Life Assurance scheme


• Flexible approach to working hours


• Full exam support provided


• Exams preferred (study support available for ongoing or future qualifications)


• Full-time office-based role

About the Company: A well-established financial planning business providing holistic advice to a diverse client base. The team is known for its strong technical standards, client-focused approach, and supportive working culture that encourages professional growth and progression within financial planning.

Key Responsibilities: • Prepare detailed suitability reports and technical recommendations

• Conduct research using cashflow modelling and financial planning tools


• Analyse client information including pensions, investments, protection, and tax planning


• Support advisers in delivering compliant and high-quality advice


• Liaise with providers and third parties to obtain policy information


• Maintain accurate client records and ensure documentation meets regulatory standards


• Work closely with advisers to ensure efficient case progression

What We’re Looking For: • Experience in a Paraplanning or technical financial planning support role

• Strong understanding of financial planning products and advice processes


• Ability to produce clear, compliant suitability reports


• Excellent attention to detail and organisational skills


• Strong communication skills and ability to work within a team


• Ideally working towards or holding Level 4 Diploma in Financial Planning

Desirable Skills: • Experience with financial planning software and cashflow modelling tools

• Knowledge of pensions, investments, tax planning, and protection


• Experience working within an IFA or wealth management environment


• Progress towards Chartered status or willingness to continue studying

How to Apply: Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.

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