Location
Cheltenham
Salary £48000 - £55000 TypePermanent WorkplaceHybrid Ref89583
Recruiter Managing This Role
Senior Paraplanner
Cheltenham Hybrid, 2days in
Up to £55,000
Are you a Senior Paraplanner looking for your next opportunity in Cheltenham?
We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with high-net-worth clients, allowing you to focus on complex and rewarding cases.
The firm is proud of its inclusive, fun, and values-driven culture, offering a supportive environment where people are encouraged to grow and progress.
There is also a clear pathway into an advisory role for those who wish to pursue this avenue.
Benefits:
1. Salary up to £55,000
2. Hybrid working, 2 day in, 3 from home
3. 25 days plus bank holidays with Christmas closure
4. 5% pension contribution
5. 10 min walk from the station
Experience Required:
6. Previous experience working as a Paraplanner within an IFA setting
7. Experience mentoring junior paraplanners
8. Level 4 Diploma in Financial Planning
9. Experience using IO would be advantageous
Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Paraplanner, Paraplanning, Report Writer, Financial Planner Support, Technical Sales Support, Technical Planner, Para Planner