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 3 days from the office, 2 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)
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