Paraplanner

Job Title: Paraplanner

Industry: Financial Services

Location: Gloucester

Salary: up to GBP45,000

Reference Number: 9902

RecruitUK are working with a highly successful and well-established wealth management firm to recruit a Paraplanner to join their growing team in Gloucester.

This is a fantastic opportunity for an experienced and Diploma-qualified Paraplanner to work with a dynamic team, support a wide range of clients, and benefit from excellent training and career development.

You will play a key role in providing high-quality technical support to Financial Planners, producing research and reports, preparing recommendations, and ensuring a smooth client journey.

Key Responsibilities:

• Provide technical support to Financial Planners and act as first contact for client technical queries.
• Research and analyse investment funds, pensions, and financial products.
• Prepare suitability reports, recommendations, financial plans, cashflow modelling, and supporting documents.
• Conduct fact finds and ensure client objectives are clear and achievable.
• Assist with fund switches, encashment letters, and provider communication.
• Work collaboratively with Advisers, Client Administrators, and other Paraplanners.
• Ensure compliance with FCA regulations and maintain accurate client records.
• Provide absence cover and support colleagues to meet deadlines.

Skills & Experience Required:

• Diploma in Financial Planning (DipPFS) minimum qualification.
• At least 2 years' Paraplanning experience within financial services.
• Strong knowledge of the financial planning process.
• Experience in research and report writing.
• Excellent communication and organisational skills.
• Strong attention to detail with the ability to work to deadlines.
• Knowledge of industry software (e.g., IO, FE Analytics) is advantageous.

Benefits:

• Salary up to GBP45,000 DOE
• 25 days holiday (plus bank holidays), rising with service
• Hybrid working model
• Pension contribution (5% employer)
• 4x salary life assurance
• Income protection and private medical insurance (after probation)
• Funded training and exam support
• Holiday buy/sell scheme
• Health cash plan
• Volunteering days, long service awards & recognition scheme
• Salary sacrifice schemes (EV, Cycle to Work, Tech)
• Discounts on travel, cinema, shopping, dining, and more