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Paraplanner
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Fram is working with a leading financial planning firm that is looking to engage with an experienced Paraplanner to join its Gloucestershire team. This is a technically focused role within a high-quality advice environment, working with experienced Financial Planners and a sophisticated private client base.
The position involves developing bespoke planning solutions for both new and existing clients, undertaking detailed research and analysis, and producing high-quality financial planning reports and recommendations. There is exposure to a broad range of planning areas, with pensions and inheritance tax forming an important part of the work.
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Paraplanners work closely with Financial Planners throughout the advice process rather than operating purely as a report-writing function. There is also the opportunity for direct client interaction, including working with high-net-worth and ultra-high-net-worth individuals, making strong communication skills as important as technical capability.
This may appeal to an experienced Paraplanner who enjoys technically challenging work and wants to continue developing as a financial planning specialist. Applicants must hold a minimum Level 4 financial planning qualification, with further professional qualifications particularly welcomed. Strong pensions knowledge and experience of IHT and more complex planning scenarios would be beneficial.
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The firm offers a collaborative and professional environment, with a strong emphasis on advice quality and client care. The role operates on a hybrid basis, with three days per week based in the Gloucestershire office.
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