Paraplanner

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

Job summary

A Financial Advisory firm in Gloucestershire seeks a Paraplanner to provide support for Wealth Managers and Financial Advisors. The role involves preparing high-quality client reports and conducting research to ensure accurate and compliant recommendations. Strong previous experience in a Paraplanning role is essential, along with IT skills and excellent report writing abilities. The position offers a salary of £40,000 - £60,000 and a referral bonus of £250 for successful placements.

Benefits

Referral bonus of £250

Qualifications

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

Responsibilities

• Prepare high-quality client reports for Wealth Managers and Financial Advisors.
• Conduct technical research and ensure recommendations are compliant.

Skills

Previous experience of working within a Paraplanning role

Strong IT skills, including experience with financial planning software

Excellent report writing skills

Attention to detail

Job description

Paraplanner

Location: Gloucestershire
Contract: Permanent
Salary: 40,000 - 60,000 per annum
Start Date: Flexible
Contact: (url removed)

Job Description

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.

The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring 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.

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! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.