Back to top

Financial Services



Type of Position: Paraplanner
Pay: £30,000 - £40,000


Are you an ambitious paraplanner with the desire to fast-track your career into an advisor or senior paraplanner?

An exciting opportunity has arisen for a Paraplanner to work within a highly successful practice based in Cirencester.

You will be joining the expanding and fast-paced paraplanning team based in our beautiful rural offices, ensuring the business generated by our team of 10+ advisers, is recorded correctly and in a timely manner.

The Practice is extremely well established and highly successful with a planned expansion path over the coming years, offering the opportunity for best in class personal development to excel in your career aspirations.

Your Role: Paraplanner

  • Collating client information and preparing suitability letters
  • Managing cases to completion and working with internal processing systems
  • Ensuring that the business obtained is being processed compliantly and in a timely manner
  • Liaising with colleagues, advisers, and third parties on a daily basis
  • Discussing recommendations with advisers to ensure the correct client outcome is achieved
  • Completing cashflow modeling exercises for clients
  • Helping to check your colleagues work to ensure that we maintain consistently high levels of accuracy and compliance
  • Providing support across all areas of financial advice including investments, pensions, protection, inheritance tax, and long-term care
  • Preparing accurate illustrations and reports for client meetings

Your Background and Experience: 

  • Already holds or working towards (at least 4 of the R0 or equivalent completed) a Level 4 Diploma in regulated financial planning (or equivalent)
  • At least 1 year of experience in a paraplanner position. 
  • Good working knowledge of compliance and up to date with new legislation
  • Wide product knowledge of the financial services market
  • Ability to work within defined business processes, to multi-task and prioritize your own workload, all the time managing the adviser’s expectations
  • Voyant experience an advantage
  • We are looking for a technically competent, career-paraplanner with strong analytical skills, attention to detail, good communication skills, and a team player.
  • You will be given full training on the relevant IT systems and practice processes
  • We would be able to offer the right candidate a path towards an advisory career if desired

Your Benefits and Package:

  • Competitive salary between £30,000 - £40,000 per annum
  • Discretionary annual bonus
  • Pension contribution
  • Financial support towards achieving Chartered status/Diploma completion
  • 20 days annual leave plus Bank Holidays, increasing annually
  • Support towards an advisory career in the future (after at least three years of paraplanning)
  • You will be joining a fun, dynamic, ambitious team who are all extremely proud of their own personal achievements and contribution to the company’s growth
  • The office is relaxed with a family feel, we are willing to look at flexible working hours/days for the right candidate and although we would prefer you to be office based we are happy to look at a mixture of office and home working

If you are interested in hearing more, email David Revell at


Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.