Paraplanner – Financial Planning & Client Strategy

The JobsBoard in Gloucester is seeking a Paraplanner for an office-based role. You will support Financial Advisers by preparing client files, performing research, and drafting recommendation reports to aid financial planning decisions.

Essentially, applicants should have at least 1 year in paraplanning, strong written communication, and good IT skills. A Level 4 qualification or progress toward is required. Salary up to £60k depending on experience.

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