Senior Paraplanner

Senior Paraplanner

Location: Cardiff | Contract: Permanent – 4 day working week | Salary: £50,000 per annum | Start Date: Flexible | Contact:

We are currently working on behalf of a client within the Financial Planning sector, seeking a Senior Technical Manager & Paraplanner to join their team in Cardiff. This senior technical role is responsible for supporting Financial Planners with high‑quality research, analysis, suitability reports and client recommendations, while also overseeing the workload and development of Paraplanners and Trainee Paraplanners. The successful candidate will maintain the quality of paraplanning work across the business, support complex client cases and ensure advice documentation is accurate, compliant and tailored to client objectives.

Key Responsibilities

• Manage and oversee the workload of Paraplanners and Trainee Paraplanners.
• Monitor the quality of paraplanning work produced internally and by outsource...