Location
Twigworth
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref88957
Recruiter Managing This Role
Paraplanner
Location: Gloucester
Salary: £40,000 £45,000 DOE + Benefits
We are working with a highly regarded financial planning firm in Gloucester who are looking for an experienced Paraplanner to join their growing team. This is a fantastic opportunity to be part of a supportive and forward-thinking business that puts clients and staff at the centre of everything they do.
The Role
As a Paraplanner, youll play a key role in supporting the advisers in delivering exceptional financial planning advice. Youll be responsible for technical research, report writing, and ensuring recommendations are accurate, compliant, and client-focused.
Responsibilities
1. Prepare suitability reports and supporting documentation across pensions, investments, and protection.
2. Conduct in-depth research and analysis of financial products and funds.
3. Assist with cashflow modelling and financial planning tools.
4. Ensure recommendations meet FCA requirements and internal compliance standards.
5. Liaise with advisers, administrators, and providers to gather information and progress client cases.
6. Maintain accurate records on back-office systems.
7. Support advisers in client meetings where required.
What Were Looking For
8. Previous paraplanning experience within an IFA/financial planning environment.
9. Diploma in Regulated Financial Planning (DipPFS or equivalent); progression towards Chartered status desirable.
10. Strong technical knowledge of pensions, investments, tax, and protection.
11. Excellent report writing and research skills.
12. Highly organised, detail-focused, and able to manage multiple tasks.
13. A collaborative, client-focused approach.