Paraplanner – Wealth Management (Hybrid, Cardiff)

AFH Wealth Management is seeking a Paraplanner to join our Cardiff team on a full-time basis. You will conduct comprehensive financial research, prepare bespoke investment reports, and support advisers with transfer analysis.

Ideal candidates hold a Diploma in Financial Planning and show strong report-writing and numerical abilities, with experience in an IFA environment. We offer flexible working, a discretionary bonus and a contributory pension scheme.

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