Paraplanner

Job
90924

Location
GLOUCESTER

Salary
£40,000 - £48,000 Per Annum

Employment Type

Permanent

• Location:
  
  GLOUCESTER, Gloucestershire
• Type:
  Permanent
• Job #90924
• Salary: £40,000 - £48,000 Per Annum

Gloucester | Up to £50,000 | Full-Time | Office-Based

An exciting opportunity has arisen to join a growing independent financial planning firm in Gloucester as they continue to expand their team. This is an excellent opportunity for an experienced Paraplanner looking to join a supportive, collaborative business that offers genuine career progression and long-term development.

Working closely with a team of Financial Advisers, you’ll play a key role in the advice process, providing high-quality technical support and helping to deliver exceptional outcomes for clients.

• Produce accurate and compliant suitability reports across pensions, investments and protection.
• Carry out technical research and product comparisons to support adviser recommendations.
• Prepare client documentation and ensure all advice files are completed to a high standard.
• Liaise with advisers, providers and internal teams to keep cases progressing efficiently.
• Assist with the end-to-end financial planning process, ensuring a smooth client journey.
• Keep up to date with regulatory changes and industry developments.
• Contribute to improving internal processes and supporting the continued growth of the business.

• Level 4 Diploma qualified (desirable).
• Previous paraplanning experience within an IFA environment.
• Strong technical knowledge across pensions, investments and protection.
• Excellent attention to detail and report writing skills.
• A proactive, collaborative approach with a genuine passion for financial planning.

• Salary up to £50,000 (depending on experience).
• Full study support towards Chartered status.
• Clear progression opportunities within a growing business.
• Supportive and collaborative team culture.
• One day working from home after probation.
• The opportunity to make a genuine impact within an expanding independent financial planning firm.