Job Title: Paraplanner
Location: Droitwich (Hybrid Working)
Salary: Negotiable
An ambitious and modern 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.
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.
The firm offers structured training and development, with the opportunity to progress into a Financial Adviser role in the future.
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 skills
High level of accuracy and attention to detail
Benefits
Hybrid working arrangements available
Full support and funding for professional industry qualificationsUp to 30 days' annual leave, with the option to purchase additional holiday (plus bank holidays)
Life insurance cover provided
Clear opportunity to progress into a Financial Adviser role
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