Job Description

Location

Gloucester Business Park

Salary Competitive TypePermanent WorkplaceOn-Site Ref89296

Recruiter Managing This Role

Overview:

A well-established financial planning firm is seeking a Paraplanner to provide technical support to its Financial Planners and contribute to the delivery of high-quality, compliant advice. The role involves research, report writing, cashflow forecasting, and liaison with providers to ensure all advice meets client objectives and regulatory standards.


Key Responsibilities:


  • Support advisers with client research, recommendations, and suitability reports.



  • Review and analyse investment funds, asset allocations, and financial products.



  • Prepare financial plans, cashflow models, and fund switch documentation.



  • Work collaboratively with colleagues to process new business efficiently.



  • Ensure c...

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