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Experienced Paraplanner Wanted – South Wales – Salary Dependent on Experience

South, South West England, Wales

Dependent on experience

Magenta is an award-winning financial planning firm based in Bridgend, South Wales, and we are looking for another experienced Paraplanner to join our team – to deliver Planning with Passion to our clients.


Magenta Financial Planning


16 April 2019



Compliance, Investment, Pensions, Protection, Tax, Wealth Management

Contract Type



Full Time


The Opportunity:

Entering its 3rd year, Magenta is evolving and is looking for a confident and driven individual who wants to develop their career to the next level, working with us to deliver our business plan. This role offers the opportunity to develop your technical and soft skills, team management and professional profile further – supported by our award-winning financial planning team.

The Role:

The day-to-day Paraplanning role at Magenta is highly varied and integral in supporting the Financial Planners in delivering excellent advice and service to our clients. A typical week might include:

– Undertaking research and analysis to meet clients’ needs and objectives
– Preparing and updating Lifetime Cashflow Forecasts
– Preparing suitability reports
– Assisting with reviews of technical services and products
– Speaking with clients on the telephone
– Communicating with the entire team to help maintain business flow and meet agreed objectives
– Managing junior staff members

The Requirements:

– Level 4 Diploma Qualified (minimum)
– At least 2-3 years’ experience in a Paraplanning role
– Fully competent in Microsoft applications (Word and Excel)
– Experience of Cashflow Planning and Pension Transfers preferred

The Rest:

Salary will be dependent on skills and experience.

Ideally, we would like you to be able to work out of the Magenta office full time, but we understand that a work/life balance is important. If you’re a little further afield or have flexible working preferences, we would still like to hear from you.

To see a little more of our office and hear directly about the role, watch our video here.



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