Paraplanner - Cardiff

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 on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.

Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whetheryoure a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.

Our culture is one of high performance continuous development and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive so do our clients. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.

About the role:

Were looking for a technically proficient Paraplanner to support one of our most experienced Associate Directors in our Cardiff office. This is a key role in a high-performing team focused on delivering outstanding technical support and enabling high-quality financial planning for high-net-worth clients.

Youll be responsible for research cashflow modelling and suitability report writing helping to ensure that every piece of advice is compliant tailored and aligned with the clients long-term goals. Working closely with the Associate Director youll play a central part in maintaining an exceptional client experience through the strength and accuracy of your work.

This is an ideal opportunity for a career paraplanner who enjoys complex planning work and wants to be part of a collaborative and professional environment where technical excellence is highly valued.

About you:

Youre an experienced paraplanner who takes pride in your technical knowledge precision and ability to make a meaningful difference through high-quality planning support. Youre confident in your ability to research and craft bespoke advice solutions and are always looking for ways to deepen your expertise.

Youre comfortable working closely with senior planners and support teams and you thrive in a role where the quality of your technical input directly contributes to great outcomes for clients.

Key Responsibilities include:

• Provide high-quality technical support including research cashflow modelling and report writing
• Prepare compliant technically robust suitability reports tailored to each clients goals
• Assist in the development and maintenance of personalised financial plans
• Carry out in-depth analysis across pensions investments tax and estate planning
• Ensure all client documentation and records are accurate up to date and FCA-compliant
• Work collaboratively with administrators and wider colleagues to ensure a seamless client experience
  

Essential skills and experience:

• Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong experience in a paraplanning or technical financial planning role
• Excellent technical knowledge across pensions investments and protection
• High attention to detail with strong written and verbal communication skills
• Proactive organised and comfortable working both independently and as part of a team
  

Desirable skills and experience:

• Progress towards Chartered status (or intention to start)
• Experience using cashflow modelling tools such as Voyant or CashCalc
• Familiarity with Intelligent Office or similar systems
  

Salary and benefits:

Negotiable depending on experience and qualifications.

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance

• Income Protection

• Critical Illness

• Death in Service

• Generous holiday allowance rising with length of service
• Work from home and flexible working available
• Excellent culture promoting employee wellbeing and engagement

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If yourequire reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but is not limited to adverse financial history criminal records UK directorship and disqualifications check.

Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

If we have received your details in response to a recruitment initiative we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do soin order to make informed decisions about whether to interview you and ultimately recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo we will retain that information and any information relating to that matter in case of future reference or queries.

Unless you request otherwise we may also contact individuals you have referred to us for example referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.

Required Experience:

Manager