Paraplanner Work, Jobs in Hallen, Gls (with Salaries)

Paraplanner
Legal & General Investment Management —Cardiff
- Employee discount
Paraplanner
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Employee discount
Quick apply
Apperenctice - Mortgage and Insurance paraplanner
Best Mortgage Advise —Bristol
- Basic maths
- Financial services
- In-person
Quick apply
Paraplanner (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Customer service
- Communication skills
- Tax experience
7d
IFA Administrator - Hybrid / Remote
mbf. —Cardiff
- £27,000 - £35,000 a year
- Remote
- Administrative experience
- Organisational skills
- Financial services
- Gym membership
- Flexible schedule
9h
Paraplanner
Old Mill —Wells
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
8d
Adminstrator
Niche Private Clients —Cardiff
- From £25,000 a year
- Full-time
- Microsoft Word
- Accounting
- IT
- Work from home
Quick apply
2d
Administrator
Lowndes Halsden & Partners —Cardiff
- From £27,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Financial Adviser (Cardiff)
Perspective Financial Group —Cardiff
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Technical Administrator
Ellis James Partners Ltd —Corsham
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
10d
Senior Financial Planner
WTW —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Financial Adviser
Partnership Recruitment —Corsham
- £35,000 - £45,000 a year
- Hybrid work
- Communication skills
- School

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Brewery Assistant
Left Handed Giant —Bristol
A full and clean UK driving licence (helpful, but not a requirement). Providing cover for the warehouse and fulfilment team at busy times as required.
From £28,000 a year
Quick apply
8d
Executive Personal Assistant (Bristol) - Full-Time
Cappadocia Turkish Restaurant —Bristol
*Communication & Liaison:* Act as the executive's primary point of contact, handling incoming calls, emails, and enquiries with professionalism and discretion.
£35,000 - £45,000 a year
Quick apply

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Paraplanner

Legal & General Investment Management
Cardiff

Apply Now

Job details

Permanent

Benefits

Company pension
Employee discount
Car scheme

Qualifications

Financial planning
Pension
Certificate in Insurance

Full job description

Cardiff

Full-time

Sales

Hybrid

4684_21050

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

Join our team as a Paraplanner and play a key role in delivering high-quality financial planning solutions. You’ll provide technical and analytical support to advisers, ensuring recommendations are well-researched, compliant, and aligned with client needs. This is an opportunity to make a real impact on client outcomes while developing your expertise in a collaborative environment.

What you'll be doing:

Preparing clear and compliant suitability reports tailored to client circumstances
Conducting research across pensions, investments, protection, and tax planning
Analysing client data and risk profiles to inform advice strategies
Collaborating with advisers to refine recommendations and clarify client needs
Ensuring all advice meets FCA requirements and internal compliance standards
Supporting advisers with technical input and evidence-based solutions
Explaining our approach to financial advice and ensuring clients understand recommendations
Contributing to process improvements and maintaining high governance standards

Qualifications

Who we're looking for:

Experience in a paraplanning role producing accurate, compliant reports
Strong knowledge of pensions, investments, protection, and tax planning
Awareness of FCA regulations, including COBS and Consumer Duty principles
Ability to interpret client data and communicate technical concepts clearly
Skilled in using financial planning tools and CRM systems (e.g., Intelligent Office)
Proven ability to build rapport with advisers and clients
Exposure to cashflow modelling and standard planning scenarios
Level 4 Diploma in Regulated Financial Planning (CII or equivalent experience) is desirable

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Healthcare Plan (permanent employees only)
At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
There are the many discounts we offer – both for our own products and at a range of high street stores and online
In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time, term-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.

Apply Now

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paraplanner jobs in hallen, gls

Paraplanner

Paraplanner

Apperenctice - Mortgage and Insurance paraplanner

Paraplanner (Cardiff)

Wealth Paraplanner

IFA Administrator - Hybrid / Remote

Paraplanner

Adminstrator

Administrator

Financial Adviser (Cardiff)

Technical Administrator

Senior Financial Planner

Financial Adviser

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