Paraplanner: Detail-Focused Research & Client Reports

Service Care Solutions; England; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

£250 referral bonus

Job summary

A Financial Advisory firm in Gloucestershire is seeking a Paraplanner to support Wealth Managers and Financial Advisors. The successful candidate will prepare high-quality client reports, conduct technical research, and ensure recommendations are accurate and compliant. Experience in a similar firm and strong IT skills are essential. This permanent, full-time role offers a flexible start date and a referral bonus of £250.

Qualifications

• Previous experience as a Paraplanner, ideally in a similar size IFA firm.
• Experience in supporting Financial Advisors and preparing correct documentation for clients.
• Strong IT skills, including experience with financial planning software.

Responsibilities

• Prepare high-quality client reports.
• Conduct technical research.
• Ensure recommendations are accurate, compliant, and aligned with client objectives.

Skills

Experience as a Paraplanner

Strong IT skills

Excellent report writing skills

Tools

Financial planning software

Job description

A Financial Advisory firm in Gloucestershire is seeking a Paraplanner to support Wealth Managers and Financial Advisors. The successful candidate will prepare high-quality client reports, conduct technical research, and ensure recommendations are accurate and compliant. Experience in a similar firm and strong IT skills are essential. This permanent, full-time role offers a flexible start date and a referral bonus of £250.