Job Description

Job Title: Part-Time Paraplanner

Location: Caerphilly - with the ability to work from home once estabished

Hours: 9 - 18 hours per week - flexible]

Salary: 14 - 17 per hour depending on experience

Reporting to: Financial Planner / Director

Start Date: Flexible

Company Overview:

We are a newly-established and client-focused financial planning firm based in Caerphilly, providing holistic financial advice to a diverse range of clients. Our client numbers are growing and we are looking to recruit a dedicated and experienced Part-Time Paraplanner to support our us in delivering high-quality advice and exceptional service.

Role Summary:

The Paraplanner will play a key role in supporting the Financial Planner(s) by preparing and maintaining client files, conducting product and fund research, submitting applications, writing suitability reports, and ensuring compliance with FCA regulations. This role is ideal for a self-motivated individual who enjoys working independently with the flexibility of part-time hours.

Key Responsibilities:

Conduct research and analysis on a wide range of financial products (pensions, investments, mortgage and protection, etc.)

Draft suitability reports based on recommendations from the adviser

Prepare annual review reports and cash flow forecasts

Liaise with product providers and clients to obtain accurate data

Maintain and update client records in accordance with compliance requirements

Assist with client meeting preparation and follow-up actions

Stay current with financial regulations and product developments

Essential Skills & Experience:

Minimum 2 years' experience in a paraplanning role within a UK IFA or financial planning firm

Level 4 Diploma in Regulated Financial Planning (or working towards)

Strong technical knowledge of pensions, investments, mortgage and protection

Excellent written and verbal communication skills

Proficient in financial planning software (e.g. Xplan, Defaqto, cashcalc)

High level of attention to detail and ability to manage multiple tasks

Able to work independently and meet deadlines with minimal supervision

Desirable:

Experience working with Xplan / Defaqto / Aviva platform would be beneficial

Familiarity with FCA compliance standards and procedures

Willingness to continue professional development

Benefits:

Flexible working hours and potential remote working

Support with further qualifications and CPD

Friendly and professional working environment

Job Type: Part-time

Pay: 14.00-17.00 per hour

Expected hours: 10 - 20 per week

Benefits:

Free parking Work from home
Schedule:

Flexitime Monday to Friday
Experience:

Financial services: 2 years (required)
Work Location: In person

Reference ID: GD_PP