Job Description
The Firm
As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve profitability, enjoy greater wealth and gain and maintain control of their financial situation.
During its 50 years in practice BPU has developed a specialised service to private and public sector firms, including owner managed businesses and larger limited companies. BPU has achieved this by investing in the right people and provides an impressive work environment for staff with a range of benefits and opportunities for regular training and career development.
We are more than just accountants and our people are at the heart of what we do and what we can achieve. BPU has over 40 staff and directors operating from its two offices in Cardiff Gate and Llantwit Major.
The firm has ambitious growth plans for the future and is committed to the training of Chartered Accountants, Tax Advisors and all staff as a key factor in its continued success.
IFA Paraplanner
Location: Cardiff Gate CF23 8AA
Salary: Up to £40,000 depending on experience and qualifications.
Join Our Dynamic Financial Planning Team as an IFA Paraplanner
Are you ready to be an essential part of a thriving financial advisory team? We are seeking a detail-oriented Paraplanner to support our financial planning team.
Key Responsibilities:
You must be able to compile compliant case files to include: data gathering, provider liaison, analysis of existing arrangements, whole of market research, suitability reports and submit applications; all to a high professional standard.
You must be capable of prioritising your own workload and completing tasks within specified timescales and deadlines.
Attention to detail, accuracy, grammar and spelling are key essential attributes.
Why Choose BPU?
Comprehensive Services: We offer a wide range of investment, retirement, business protection and inheritance tax planning solutions tailored to meet our clients' unique needs.
Commitment to Excellence: As a proud member of the ValidPath network, we are dedicated to providing best-practice and independent financial advice.
The Benefits:
25 days holiday plus bank holidays
This is a full time permanent role at our Cardiff Gate office.
We have flexible working hours operating in a core time system with options to start and finish work at set times to suit you.
Company pension scheme
Death in Service Life Insurance
Optional Private Healthcare Scheme
What We’re Looking For:
Experience: You must have a minimum of 2 years Paraplanning work experience in an independent financial advice practice.
Advanced pensions experience is preferred as a key element of our business is advising on pre, at and post retirement planning; including drawdown, pension switching, SIPPs and SSAS.
You should ideally have a good working knowledge of Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler and ATEB Suitability, plus Microsoft Office Word and Excel.
Qualifications: You will already hold an appropriate financial planning Diploma Level 4 or other Paraplanning qualification plus minimum GCSE grades A-C/1-3 in Mathematics and English.
As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve profitability, enjoy greater wealth and gain and maintain control of their financial situation.
During its 50 years in practice BPU has developed a specialised service to private and public sector firms, including owner managed businesses and larger limited companies. BPU has achieved this by investing in the right people and provides an impressive work environment for staff with a range of benefits and opportunities for regular training and career development.
We are more than just accountants and our people are at the heart of what we do and what we can achieve. BPU has over 40 staff and directors operating from its two offices in Cardiff Gate and Llantwit Major.
The firm has ambitious growth plans for the future and is committed to the training of Chartered Accountants, Tax Advisors and all staff as a key factor in its continued success.
IFA Paraplanner
Location: Cardiff Gate CF23 8AA
Salary: Up to £40,000 depending on experience and qualifications.
Join Our Dynamic Financial Planning Team as an IFA Paraplanner
Are you ready to be an essential part of a thriving financial advisory team? We are seeking a detail-oriented Paraplanner to support our financial planning team.
Key Responsibilities:
You must be able to compile compliant case files to include: data gathering, provider liaison, analysis of existing arrangements, whole of market research, suitability reports and submit applications; all to a high professional standard.
You must be capable of prioritising your own workload and completing tasks within specified timescales and deadlines.
Attention to detail, accuracy, grammar and spelling are key essential attributes.
Why Choose BPU?
Comprehensive Services: We offer a wide range of investment, retirement, business protection and inheritance tax planning solutions tailored to meet our clients' unique needs.
Commitment to Excellence: As a proud member of the ValidPath network, we are dedicated to providing best-practice and independent financial advice.
The Benefits:
25 days holiday plus bank holidays
This is a full time permanent role at our Cardiff Gate office.
We have flexible working hours operating in a core time system with options to start and finish work at set times to suit you.
Company pension scheme
Death in Service Life Insurance
Optional Private Healthcare Scheme
What We’re Looking For:
Experience: You must have a minimum of 2 years Paraplanning work experience in an independent financial advice practice.
Advanced pensions experience is preferred as a key element of our business is advising on pre, at and post retirement planning; including drawdown, pension switching, SIPPs and SSAS.
You should ideally have a good working knowledge of Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler and ATEB Suitability, plus Microsoft Office Word and Excel.
Qualifications: You will already hold an appropriate financial planning Diploma Level 4 or other Paraplanning qualification plus minimum GCSE grades A-C/1-3 in Mathematics and English.
💡 Quick Summary
Seeking a career-building opportunity? The IFA Paraplanner position is now open for candidates interested in the Accountant Jobs sector. This role in Bristol offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.