Paraplanner - £45,000 + Bonus – Gloucester (1 day per week in office)

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and acquisitions, my client is currently looking for an Paraplanner to join their Gloucester team.

You’ll be working directly alongside senior financial advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning, and protection.

What’s on offer:

• Hybrid working, 1-2 days in office (Gloucester)
• Salary £45,000 (depending on experience)
• Attractive annual bonus
• Generous annual leave / holiday trading (buy/sell)
• Life insurance – 4x base salary
• Private medical insurance - individual and family cover!
• Dental cover
• Group Income Protection - 35% of salary
• DIS

What we’re looking for:

• Diploma qualified (Level 4) or working towards Chartered status
• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented, and confident working closely with advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.

If you’re ready to take the next step in your paraplanning career, apply today via Samantha.durbridge@idexconsulting.com

Paraplanner - £45,000 + Bonus – Gloucester (1 day per week in office)