Paraplanner

Service Care Legal; Cheltenham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Gloucestershire is seeking a Paraplanner to provide support for Wealth Managers and Financial Advisors. The successful candidate will prepare client reports, conduct research, and ensure compliance. Strong IT skills and previous experience in a similar role are essential. This is a permanent position offering a salary between £40,000 and £60,000 per annum, along with a referral bonus for successful placements.

Benefits

Referral bonus of £250

Qualifications

• Previous experience in a Paraplanning role, ideally in a similar size IFA firm.
• Experience supporting Financial Advisors and preparing the correct documentation.
• Excellent report writing skills and meticulous attention to detail.

Responsibilities

• Prepare high-quality client reports.
• Conduct technical research.
• Ensure all recommendations are accurate and compliant.

Skills

Report writing skills

Strong IT skills

Attention to detail

Tools

Financial planning software

Job description

Overview

Paraplanner - Location: Gloucestershire • Contract: Permanent • Salary: 40,000 - 60,000 per annum • Start Date: Flexible

Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors.

Responsibilities

• Prepare high-quality client reports


• Conduct technical research


• Ensure all recommendations are accurate, compliant, and aligned with client objectives

Candidate Criteria

• Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm


• Experience of supporting Financial Advisors and preparing the correct documentation for clients


• Strong IT skills, including experience with financial planning software


• Excellent report writing skills and attention to detail

How to apply / Benefits

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a 250 referral bonus! If you know someone who would be perfect for this position and they are placed into work, you will receive 250 for the referral after their probationary period is completed.