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Paraplanner
Job Posted: a day ago
Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Cirencester, Gloucestershire
Expire in: a month
Job Description
Up to £60,000 (DOE)
Full Time Office-based, Cirencester
What’s in it for you
Competitive salary | 8% pension | Flexible working | Career development | High-net-worth clients | Supportive team culture | Quality client work | Office-based stability | Modern systemsAbout the Role
We are seeking a qualified and experienced Paraplanner to join our client's established wealth management firm in Cirencester. This is an exciting opportunity to join a firm that is fully independent, and provides comprehensive financial advice tailored to short, medium and long term planning needs, with access to products from the whole of the market.
You will play a key role in delivering tailored financial advice through research, report writing, and technical support.Key Responsibilities
* Provide high-quality technical support to the Managing Director
* Prepare detailed suitability reports and planning recommendations
* Conduct research on pensions, investments, tax planning and protection products
* Liaise with providers and clients to obtain and validate information
* Ensure all advice and documents comply with FCA regulations
* Maintain accurate client records using Xplan, Dynamic Planner and MS Outlook
* Attend client meetings where appropriate
Must-Haves
* Level 4 Diploma in Regulated Financial Planning (minimum)
* Experience in a Paraplanner role within an IFA or wealth management firm
* Strong understanding of pensions, investments, IHT, including BPR, VCT, tax and protection
* Proficiency in Xplan, Dynamic Planner and Microsoft Outlook
* Excellent written and verbal communication skills
* High attention to detail and strong analytical capability
Nice-to-Haves
* Chartered Financial Planner status (or working towards it)
* Experience working with high-net-worth individuals
Please contact Fran if this role is of interest!
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Cirencester, Gloucestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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