The Paraplanner role in Cirencester offers an excellent opportunity to support financial advisers by preparing client reports, conducting research, and ensuring compliance in the financial services industry. This permanent position is ideal for an organised individual with a keen eye for detail and a passion for delivering high-quality work.

Client Details

This role is with a prestigious boutique company in the financial services industry, known for its commitment to providing expert advice and tailored solutions to its clients. The organisation values precision and professionalism in delivering its services.

Description

• Prepare detailed and accurate reports for financial advisers, ensuring compliance with regulations.
• Conduct in-depth research on financial products and solutions to support client recommendations.
• Collaborate closely with advisers to ensure client needs are met effectively.
• Maintain and update client records within the company systems, ensuring data accuracy and security.
• Assist with the preparation of client review packs and meeting documentation.
• Support the development of financial planning strategies tailored to individual client goals.
• Monitor industry changes and ensure all documentation remains compliant with current regulations.
• Provide administrative support to ensure smooth workflow within the secretarial & business support team.

Profile

A successful Paraplanner should have:

• Experience in financial services with a focus on paraplanning or a similar role.
• Strong knowledge of financial products and regulatory requirements.
• Excellent organisational skills and attention to detail.
• Proficiency in using financial planning software and Microsoft Office applications.
• A relevant qualification in financial planning or the willingness to work towards one.
• A proactive approach to problem-solving and supporting team goals.

Job Offer

• Competitive salary of approximately £60,000+ per annum.
• Generous 8% pension contribution and death-in-service benefit.
• Salary sacrifice options and festive treats such as luxury hampers.

This is an exciting opportunity to join a respected financial services company in Cirencester. If you are a detail-oriented professional with a passion for financial planning, we encourage you to apply.