Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner

Cirencester
Jr United Kingdom
Posted: 24 August
Offer description

Social network you want to login/join with:


Location:

Cirencester, United Kingdom


Job Category:

Other


EU work permit required:

Yes


Job Views:

6


Posted:

22.08.2025


Expiry Date:

06.10.2025


Job Description:

Up to £60,000 (DOE)
Full Time, Office-based, Cirencester
Whats in it for you
- Competitive salary
- 8% pension
- Flexible working
- Career development
- High-net-worth clients
- Supportive team culture
- Quality client work
- Office-based stability
- Modern systems


About the Role

We are seeking a qualified and experienced Paraplanner to join our client's established wealth management firm in Cirencester. This is an exciting opportunity to join a fully independent firm that provides comprehensive financial advice tailored to various planning needs, with access to products from the entire market.
You will play a key role in delivering tailored financial advice through research, report writing, and technical support.


Key Responsibilities

* Provide high-quality technical support to the Managing Director
* Prepare detailed suitability reports and planning recommendations
* Conduct research on pensions, investments, tax planning, and protection products
* Liaise with providers and clients to obtain and validate information
* Ensure all advice and documents comply with FCA regulations
* Maintain accurate client records using Xplan, Dynamic Planner, and MS Outlook
* Attend client meetings where appropriate


Must-Haves

* Level 4 Diploma in Regulated Financial Planning (minimum)
* Experience in a Paraplanner role within an IFA or wealth management firm
* Strong understanding of pensions, investments, IHT, including BPR, VCT, tax, and protection
* Proficiency in Xplan, Dynamic Planner, and Microsoft Outlook
* Excellent written and verbal communication skills
* High attention to detail and strong analytical capability


Nice-to-Haves

* Chartered Financial Planner status (or working towards it)
* Experience working with high-net-worth individuals

Please contact Fran if this role is of interest!

Our mission of 'Making Recruitment Personal' also means making recruitment fair. We are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.

JBRP1_UKTJ

#J-18808-Ljbffr

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Group head of data science
Cheltenham
Jr United Kingdom
Head of data
Similar job
Trust & private wealth lawyer (cayman islands)
Gloucester
Jr United Kingdom
Lawyer
Similar job
Head of engineering
Cheltenham
Jr United Kingdom
Head of engineering
See more jobs
Similar jobs
Jr United Kingdom recruitment
Jr United Kingdom jobs in Cirencester
jobs Cirencester
jobs Gloucestershire
jobs England
Home > Jobs > Paraplanner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save