Eden Rose
Paraplanner
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Job Ref: 90924
Location
GLOUCESTER
Salary
£40,000 - £48,000 Per Annum
Employment Type
Permanent
Location: GLOUCESTER, Gloucestershire
Type: Permanent
Job #: 90924
Salary: £40,000 - £48,000 Per Annum
Paraplanner
Gloucester | Up to £50,000 | Full-Time | Office-Based
An exciting opportunity has arisen to join a growing independent financial planning firm in Gloucester as they continue to expand their team. This is an excellent opportunity for an experienced Paraplanner looking to join a supportive, collaborative business that offers genuine career progression and long-term development.
Working closely with a team of Financial Advisers, you’ll play a key role in the advice process, providing high-quality technical support and helping to deliver exceptional outcomes for clients.
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The Role
- Produce accurate and compliant suitability reports across pensions, investments, and protection.
- Carry out technical research and product comparisons to support adviser recommendations.
- Prepare client documentation and ensure all advice files are completed to a high standard.
- Liaise with advisers, providers, and internal teams to keep cases progressing efficiently.
- Assist with the end-to-end financial planning process, ensuring a smooth client journey.
- Keep up to date with regulatory changes and industry developments.
- Contribute to improving internal processes and supporting the continued growth of the business.
About You
- Level 4 Diploma qualified (desirable).
- Previous paraplanning experience within an IFA environment.
- Strong technical knowledge across pensions, investments, and protection.
- Excellent attention to detail and report writing skills.
- A proactive, collaborative approach with a genuine passion for financial planning.
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What’s on Offer?
- Salary up to £50,000 (depending on experience).
- Full study support towards Chartered status.
- Clear progression opportunities within a growing business.
- Supportive and collaborative team culture.
- One day working from home after probation.
- The opportunity to make a genuine impact within an expanding independent financial planning firm.
If you’re looking for a business that values technical excellence, invests in your development, and offers a clear path for progression, we’d love to hear from you.
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