Paraplanner
| Posting date: | 08 December 2025 |
|---|---|
| Salary: | £35,000.00 to £45,000.00 per year |
| Hours: | Full time |
| Closing date: | 07 January 2026 |
| Location: | Cardiff, Cardiff, CF23 8LL |
| Company: | Brook Street |
| Job type: | Permanent |
| Job reference: | BBBH429140_1765210994 |
Summary
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 gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
- Manage and prioritise your workload to meet specified deadlines.
- Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.
- Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
- Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
- Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
- Strong organisational and communication skills, with the ability to work independently.
- Competitive salary of up to £45,000 (depending on experience and qualifications).
- 25 days holiday plus bank holidays.
- Flexible working hours with a core time system to fit your schedule.
- Company pension scheme.
- Death in Service Life Insurance.
- Optional private healthcare scheme.
Apply now or contact Luke at Brook Street for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.