Location
Gloucester Business Park
Salary Competitive TypePermanent WorkplaceOn-Site Ref89296
Recruiter Managing This Role
Overview:
A well-established financial planning firm is seeking a Paraplanner to provide technical support to its Financial Planners and contribute to the delivery of high-quality, compliant advice. The role involves research, report writing, cashflow forecasting, and liaison with providers to ensure all advice meets client objectives and regulatory standards.
Key Responsibilities:
1. Support advisers with client research, recommendations, and suitability reports.
2. Review and analyse investment funds, asset allocations, and financial products.
3. Prepare financial plans, cashflow models, and fund switch documentation.
4. Work collaboratively with colleagues to process new business efficiently.
5. Ensure compliance with FCA guidelines and maintain accurate client records.
6. Commit to ongoing training and CPD development.
Ideal Candidate:
7. Experienced in paraplanning or technical financial support.
8. Strong research and report-writing skills.
9. Confident using Intelligent Office and/or FE Analytics.
10. Excellent attention to detail and a team-oriented approach.
11. Dedicated to professional development and delivering exceptional client outcomes.