Job Description

We are currently looking for an experienced Paraplanner to join our busy financial planning team.

You will be part of our Paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You’ll maintain excellent service to our existing clients and provide overall support for our consultants.

What we need from you

  • Offering great client care, especially over the phone.
  • Dip PFS or equivalent.
  • Ideally at least 2-3 years previous experience in a similar role.
  • Great communication skills, and the ability to work within a team.
  • A sound knowledge of investments, pensions, IHT planning and centralised investment propositions.
  • Knowledge of trusts.
  • Compilation of client reports for Investments, Pensions, SIPP/SSAS, Trusts and Long-Term care.
  • Confidence in using IT software. Experience of using Intelligent Office client database/back-office system would be welcomed, as well as experience of using research tools such as FE Analytics and Selectapension, and cashflow modelling software such as Voyant and Cashcalc.

Full time: 37.5 Hours per week

Salary: Competitive & Depending on Experience + Full Company Benefits

Location: Gloucestershire


Next Steps 

Does this sound like an opportunity that aligns with your career ambitions? 

For this immediate opportunity please forward your CV to Eamon Behan today!

We look forward to starting your journey with you!