J

Paraplanner

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Job Description - Paraplanner

Are you an experienced paraplanner ready for your next move?

Juice Recruitment are partnering with a fantastic client to join their forward-thinking and dynamic company, to find a talented Paraplanner to join their collaborative team in central Cheltenham

DAY TO DAY:

  • Prepare detailed, compliant, and technically accurate financial planning reports
  • Conduct research across a range of financial planning areas including pensions, investments, IHT, and VCT/EIS
  • Use tools such as FE Analytics for fund and portfolio analysis
  • Liaise with clients, product providers, and third parties to support the advice process
  • Maintain client records and workflows
  • Keep up to date with regulatory requirements and best practices
  • Collaborate closely with advisers, paraplanners, and administrators in a team-driven environment

WE WOULD LOVE TO SEE:

  • Level 4 Diploma in Financial Planning (minimum); working towards Chartered (Level 6) is a big plus
  • 2+ years’ experience in a paraplanning or similar financial services role
  • Strong knowledge of pensions, investments, IHT planning, and tax-efficient products
  • Exceptional written and verbal communication skills
  • Confident working with technical, regulatory, and product-based information
  • High attention to detail with a strong analytical mindset
  • Team player with a proactive, can-do attitude
  • Proficiency in Microsoft Office (especially Excel & Word), and experience with Intelligent Office or similar CRM

FOR YOU:

  • Competitive salary - based on experience and qualifications
  • 25 days holiday + bank holidays
  • Bonus scheme
  • Private medical insurance, pension, life insurance & income protection
  • Employee Ownership Trust model - share in the success of the business
  • Support for exams - including paid study leave
  • Office-based in the heart of Cheltenham
  • 33-hour working week - enjoy early finishes every Friday (12:30pm!)
  • Join a growing, ambitious, and people-focused firm that genuinely values development and work-life balance

If you have previous paraplanner experience we would love to hear from you!

JR4

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