Paraplanner

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

Job summary

A leading financial advisory firm in Gloucestershire is seeking a Paraplanner to join their team permanently. The role includes providing support for Wealth Managers and Financial Advisors, preparing client reports, and ensuring compliance with client objectives. Ideal candidates will have experience in a similar Paraplanning role, strong IT skills, and excellent report writing capabilities. Competitive salary between £40,000 - £60,000 annually.

Benefits

£250 referral bonus

Qualifications

• Experience working in a Paraplanning role with an IFA firm is preferred.
• Ability to support Financial Advisors and prepare client documentation.
• Strong IT skills, especially with financial planning software.

Responsibilities

• Provide support functions for Wealth Managers and Financial Advisors.
• Prepare high-quality client reports and conduct technical research.
• Ensure recommendations are accurate, compliant, and aligned with client objectives.

Skills

Previous experience in Paraplanning

Experience with financial planning software

Excellent report writing skills

Strong 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.