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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.
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