Paraplanner - Financial Planning & Client Strategy
Listed on 2026-10-14
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
The Jobs Board in Gloucester is seeking a Paraplanner for an office-based role. You will support Financial Advisers by preparing client files, performing research, and drafting recommendation reports to aid financial planning decisions.
Essentially, applicants should have at least 1 year in paraplanning, strong written communication, and good IT skills. A Level 4 qualification or progress toward is required. Salary up to £60k depending on experience.
We are currently recruiting a Paraplanner
- Financial Planning & Client Strategy for our team in Gloucester, England, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Paraplanner
- Financial Planning & Client Strategy role in the description above.
We appreciate your interest in this position.
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