Paraplanner

An ambitious and growing financial planning firm is expanding its back‑office team based in Gloucester and is looking to appoint an experienced Paraplanner. This role offers an excellent opportunity for a technically strong professional who thrives on close collaboration with financial advisers and delivering high‑quality, compliant advice materials.

The Role

This role plays an important part in supporting advisers through detailed research, thorough analysis of client needs, and the delivery of detailed, clear, financial planning reports aligned to client objectives and offers a flexible, hybrid working structure also.

Key Responsibilities

• Produce compliant financial planning reports to support adviser recommendations
• Conduct technical research into products, providers, and planning strategies
• Support advisers with client servicing, reviews, and ongoing queries
• Serve as a point of contact for routine adviser and client enquiries
• Prepare review documentation and source illustrations where required
• Stay current with industry legislation, products, and regulatory requirements

Key Requirements

• Experience within a financial advice or wealth management firm
• Strong paraplanning and report‑writing capability
• Diploma in Financial Planning (or currently studying towards) preferred
• Excellent organisational and workload management skillsHigh level of accuracy and attention to detail
• Hybrid working arrangements available
• Full support and funding for professional industry qualifications
• Up to 30 days’ annual leave (plus bank holidays)
• Life insurance cover provided
• Opportunity to progress into a Financial Adviser role in the future

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