Recruiting now
| Posted: | 27/05/26 | |
| Recruiter: | Ellis James Partners Ltd | |
| Reference: | 3114425904 | |
| Type: | Permanent | |
| Salary: | £45,000 - £55,000 Annual | |
| Location: | Gloucestershire | |
| Description: | Senior Technical Paraplanner £45,000-£55000 Gloucestershire Hybrid Working This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards. The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection. You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function. The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships. The Work The role sits within a technically strong planning team, supporting advisers with:
What Good Looks Like This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process. You will likely bring:
Environment This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume. The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output. Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes. Package
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