Paraplanner

This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff.

Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester. The firm provides market-leading wealth solutions and is committed to achieving outstanding client outcomes through professionalism, integrity, and a genuinely caring approach.

In return, the successful candidate will receive exam funding and support towards relevant professional qualifications, along with excellent opportunities for ongoing career progression and personal development within the business.

Responsibilities:

-Preparing information / comparisons for analysis / cash flow modelling

-Review / analyse investment portfolio / asset allocation / risk profile

-Prepare necessary paperwork f...