At a Glance
- Tasks: Support complex financial planning and collaborate with advisers on tailored client solutions.
- Company: Respected Financial Planning firm known for quality advice and long-term client relationships.
- Benefits: Competitive salary, profit share, 28 days holiday, health benefits, and hybrid working.
- Other info: Stable environment with clear progression and a focus on quality over volume.
- Why this job: Join a collaborative team and make a real impact in technical financial planning.
- Qualifications: 3+ years in paraplanning, diploma qualified, and strong technical knowledge.
The predicted salary is between 45000 - 55000 £ per year.
This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long‑term client relationships, and consistently high technical standards. The focus here is not volume‑driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection.
You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back‑office function. The firm works with a broad range of private clients, including high‑net‑worth and ultra‑high‑net‑worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long‑term planning relationships.
The Work
- Complex financial planning casework and technical analysis
- Production of detailed suitability reports and client recommendations
- Input into retirement, investment, and protection strategies
- Collaboration with advisers on planning solutions for existing and new clients
- Liaison with clients where required, including high‑net‑worth individuals
- Maintaining consistently high standards of technical output and compliance
What Good Looks Like
This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring:
- 3+ years' experience in paraplanning or technical financial planning roles
- Diploma qualified (DipPFS or equivalent)
- Strong technical knowledge across pensions, investments, retirement planning, and protection
- Confident use of financial planning tools such as Voyant, CashCalc, and similar cash‑flow/modelling platforms
- High‑quality report writing and communication skills
- A detail‑focused, methodical approach to work
Environment
This is a stable, well‑structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long‑term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes.
Package
- Profit share scheme
- Clear long‑term progression and development pathway
- 28 days holiday (with option to purchase additional leave)
- Life assurance (6x salary)
- Health & wellbeing benefits
- Enhanced family leave policies
- Hybrid working and on‑site parking
Senior Paraplanner in Gloucester employer: Ellis James Partners Ltd
Join a highly respected Financial Planning firm in Gloucestershire, where your expertise as a Senior Paraplanner will be valued in a collaborative environment that prioritises quality over volume. With a strong emphasis on employee growth, you will benefit from a clear progression pathway, generous holiday allowance, and a profit share scheme, all while working closely with experienced Financial Planners to deliver exceptional outcomes for high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Gloucester
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience. Share specific examples of complex cases you've worked on and how you’ve contributed to successful outcomes. This will show them you’re not just another candidate, but someone who can add real value.
✨Tailor Your Approach
Every firm is different, so take the time to understand their values and what they’re looking for in a Senior Paraplanner. Tailor your conversations and any presentations to reflect how your skills align with their needs. This personal touch can really set you apart from the competition.
✨Apply Through Us!
Don’t forget to check out our website for the latest job openings. Applying through StudySmarter not only gives you access to exclusive roles but also allows us to support you throughout the process. We’re here to help you land that dream job!
We think you need these skills to ace Senior Paraplanner in Gloucester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Paraplanner role. Highlight your technical knowledge in pensions, investments, and retirement planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how your experience aligns with our focus on quality and long-term client relationships.
Showcase Your Technical Skills:We want to see your expertise in action! Mention any financial planning tools you’ve used, like Voyant or CashCalc, and provide examples of how you’ve applied your technical knowledge in real-world scenarios.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our collaborative team.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Technical Stuff
Make sure you brush up on your technical knowledge across pensions, investments, retirement planning, and protection. Be ready to discuss specific case studies or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Report Writing Skills
Since high-quality report writing is crucial for this role, prepare a few examples of reports you've written in the past. Be ready to explain your thought process and how you ensure accuracy and clarity in your documentation.
✨Demonstrate Collaborative Spirit
This role involves working closely with Financial Planners, so highlight your experience in collaborative environments. Share examples of how you've successfully worked with others to solve complex financial planning issues.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and technical standards. This shows your genuine interest in their processes and helps you assess if the firm aligns with your values and career goals.
