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Key Job Features

Job Type: Permanent
Reference: TS/893615
Location: Gloucester
Other: Basic of up to £45,000 + Bonus + Benefits + Free Parking


Basic of up to £45,000 + Bonus + Benefits + Free Parking

The opportunity to join a young, friendly and ambitious team to work along side highly qualified and motivated Chartered Financial Planners.

Main Duties to include:

•Writing client suitability reports and ensuring that Report Templates are up-to-date.

•Performing pension switching analysis.

•Cashflow modelling.

•Performing analysis on a client’s investment portfolio.

•Overseeing administrator’s workflow and liaising with administrator to manage the team’s tasks.

•Liaising with clients throughout the advice process and helping to manage the client relationship.

•Liaising with the Chartered Financial Planner and Administration team to ensure that work is completed to enable the client to achieve their goals and objectives.

•Performing Lifetime Allowance checks, Lifetime Allowance Analysis, Carry Forward Analysis.

•Ensuring clear audit trail throughout the advice process so that any file reviews are passed.

•Designing processes and circulating amongst staff.

•To carry out fund research.



  • Level 4 Diploma or working towards.
  • Paraplanning experience and experience of producing suitability letters.
  • Experience of working in an IFA environment preferably Chartered.
For further details, send your CV to quoting reference TS/893615 or call John Hirst or Brandon Hewitt-hunt on 0117 920 0060


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