Paraplanner

  • Brook Street UK
  • Cardiff, South Glamorgan
  • Dec 09, 2025
Full time Banking Finance

Job Description

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 submis click apply for full job details