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Financial Reporting Financial Analyst

Paraplanner: Wealth Management Reports & Research

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 40000 - 60000 GBP Yearly GBP 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A Financial Advisory firm in Gloucestershire seeks a Paraplanner to provide support for Wealth Managers and Financial Advisors. The role involves preparing high-quality client reports and conducting research to ensure accurate and compliant recommendations. Strong previous experience in a Paraplanning role is essential, along with IT skills and excellent report writing abilities. The position offers a salary of £40,000 - £60,000 and a referral bonus of £250 for successful placements.
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