Paraplanner

Fram is working with a leading financial planning firm that is looking to engage with an experienced Paraplanner to join its Gloucestershire team. This is a technically focused role within a high-quality advice environment, working with experienced Financial Planners and a sophisticated private client base. The position involves developing bespoke planning solutions for both new and existing clients, undertaking detailed research and analysis, and producing high-quality financial planning reports and recommendations. There is exposure to a broad range of planning areas, with pensions and inheritance tax forming an important part of the work. Paraplanners work closely with Financial Planners throughout the advice process rather than operating purely as a report-writing function. There is also the opportunity for direct client interaction, including working with high-net-worth and ultra-high-net-worth individuals, making strong communication skills as important as technical capability. This may appeal to an experienced Paraplanner who enjoys technically challenging work and wants to continue developing as a financial planning specialist. Applicants must hold a minimum Level 4 financial planning qualification, with further professional qualifications particularly welcomed. Strong pensions knowledge and experience of IHT and more complex planning scenarios would be beneficial. The firm offers a collaborative and professional environment, with a strong emphasis on advice quality and client care. The role operates on a hybrid basis, with three days per week based in the Gloucestershire office. Applicants must have the right to work in the UK.