Paraplanner jobs in Cardiff

 ...Paraplanner – Independent Financial Planning Firm Location: Cardiff (Hybrid working) Salary: Competitive, dependent on experience The Role This is a full-time, hybrid role providing technical and research support to advisers, with a strong focus on investment analysis... 

 ...Technical Paraplanner About Attivo: Attivo are Lifestyle Financial Planners. Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves... 

 ...I'm currently representing a reputable independent financial planning firm who are looking for an experienced Paraplanner to join their team in Cardiff or Exeter. In this role, you'll work closely with senior advisers, offering high-quality technical support and contributing... 

 ...connect with them quickly, efficiently and wherever possible in highly personalised ways.  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... 

 ...Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities: Compile compliant case files, including data... 

 ...Senior Paraplanner – Hybrid (2–3 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... 

 ...IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due... 

 ...Are you a detail-oriented professional with a passion for financial planning and mentoring others Were looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example support advisers with complex cases and help shape the paraplanning... 

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position...

I'm currently representing a leading, progressive financial planning firm who are looking to appoint an experienced Financial Adviser to take over an established client bank as part of a business acquisition in South Wales. This is a rare opportunity to inherit a high-quality...

What’s Yonder? “It's as if Time Out, Amex and Monzo had a baby” - Will T, Yonder Member We’re building the financial membership of the future. One that works for how you live now. Not how your parents banked in the ‘90s. Yonder combines credit and debit in one membership...

Financial Accountant - Global Manufacturing Organisation Salary: £40,000 Location: Cardiff Hybrid: 4 days office / 1 day home Recruiting via Robert Half Robert Half is delighted to be partnering with a leading global manufacturing organisation to recruit a talented...

Seeking a highly motivated and detail-oriented Assistant Financial Accountant to join our dynamic Shared Service Centre team. This individual will play a key role in the execution of critical finance processes, ensuring the timely and accurate processing of financial transactions...

 ...Cardiff that is looking to welcome a motivated and people-focused Trainee IFA. This is a rare opportunity for a diploma-qualified paraplanner or junior adviser to step into a regulated advice role quickly, with structured development and hands-on mentoring. The firm prides... 

 ...investments, pensions and protection • Meeting clients both in Cardiff and occasionally further afield • Working closely with paraplanners and client support teams • Conducting thorough fact finds, suitability assessments and recommendations • Maintaining high compliance... 

At Starling, we are on a mission to provide people with a fairer, smarter, and more human alternative to traditional banks. We are building a leading digital bank, driven by fast technology, fair service, and honest values. Our vision is to create a banking industry that serves...

Increasing private investment, foreign and domestic, is crucial to the UK’s economic growth and the future prosperity of its citizens. Leveraging private investment is also fundamental to delivering energy transition and establishing international leadership as a science and...

We’re looking for a thoughtful, collaborative Central Office Manager to help shape the future of our Group Risk Management & Sustainability function. This role offers the opportunity to make a meaningful impact — bringing people together, supporting leaders, and helping our...

Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders...

Description Kepak Finance Graduate Programme 2026 - Wales Role Purpose The Graduate programme in Finance is designed to equip graduates with the skills knowledge and experience necessary to build a successful career in finance within the meat processing industry. This...

We are working closely alongside with a local authority in Cardiff t o assist with the appointment of a Fostering Panel Admin on a 3-months contract highly likely to be extended at clients discretion. Please apply with your CV for immediate consideration. Rate of...

Prepare and review financial statements and reports for clients in compliance with regulations. Manage general practice accounting tasks, including bookkeeping and reconciliations. Assist clients with tax planning and submission of tax returns. Support audits and liaise...

We're looking for an IT Risk & Compliance Manager to identify, assess, and mitigate risks across information systems and applications. This role will ensure strong IT governance, compliance with regulatory and industry standards, and the continuous improvement of risk management...