Paraplanner

This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff.

Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester. The firm provides market-leading wealth solutions and is committed to achieving outstanding client outcomes through professionalism, integrity, and a genuinely caring approach.

In return, the successful candidate will receive exam funding and support towards relevant professional qualifications, along with excellent opportunities for ongoing career progression and personal development within the business.

Responsibilities:
-Preparing information / comparisons for analysis / cash flow modelling
-Review / analyse investment portfolio / asset allocation / risk profile
-Prepare necessary paperwork for client meetings and presentation
-Ensure all data concerning the clients Financial Portfolio is complete, accurate and up to date
-Act as a point of contact and effectively deal with enquiries to establish strong client relationships

Candidate Attributes:
-Proven experience as Paraplanner
-Excellent administration capabilities
-Written and verbal communication skills
-Ability to meet deadlines and work within restricted timescales 
-Strong IT skills, specifically in MS Office
-Driving licence required

Hours; Monday to Friday 8.30am to 5pm (37.5 hours per week) – 1 day per week WFH
Salary: Negotiable depending on experience + discretionary bonus + private medical insurance + life insurance + free on-site parking