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