Job Description
Technical Paraplanner (Holistic Planning)
A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy.
Salary: £50,000 – £65,000 (depending on experience and qualifications)
Location: Hybrid – Cheltenham (primary), typically 2 days from the office, 3 days at home
This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients.
This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description.
The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical “after part” of client advice, from meeting notes and fact-finding through to complex report writing and implementation.
The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow.
Key Responsibilities
* Scope Advice from initial meeting notes through to final suitability reports
* Work collaboratively with advisers to agree advice strategies and planning solutions
* Produce high-quality, technically robust suitability reports
* Act as a key point of contact for clients on complex planning cases
* Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution
* Liaise closely with administrators to ensure smooth case progression and client servicing
* Support complex planning work for senior leadership portfolios
* Assist with training and mentoring of junior paraplanners where appropriate
* Ensure all work meets regulatory and compliance standards, including file checking processes
Skills & Experience Required
* Proven experience in a technical or holistic paraplanning role
* Strong technical knowledge across complex financial planning areas
* Ability to manage cases independently from start to finish
* Comfortable supporting advisers who delegate detailed technical work
* Proactive mindset with the ability to identify improvements and efficiencies
* Diploma in Financial Planning (minimum requirement)
* Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)