Location
Cheltenham
Salary £48000 - £55000 TypePermanent WorkplaceHybrid Ref89583
Recruiter Managing This Role
Senior Paraplanner
Cheltenham, hybrid (2 days office / 3 days home)
Salary up to £55,000, plus bonus
Are you an experienced Senior Paraplanner looking for your next step with a high quality, values led financial planning firm?
Were supporting a highly regarded financial planning practice in Cheltenham that is looking to appoint a technically strong and ambitious Senior Paraplanner. Youll work closely with a Senior Adviser managing high-net-worth clients, giving you exposure to complex, interesting cases without the pressure of business development.
The firm has a genuinely inclusive, fun and supportive culture, with clear investment in professional development. For those who want it, there is a defined pathway into an advisory role through a structured transition programme.
The Role will include:
1. Review client files, identify planning issues, and liaise with advisers on solutions
2. Support and mentoring a junior paraplanner
3. Contribute to quality control, process improvement and wider business initiatives
Benefits:
4. Salary up to £55,000
5. Flexible working hours
6. Hybrid working 2 days office / 3 days home
7. 25 days holiday + bank holidays, plus Christmas closure
8. 5% employer pension contribution
9. Death in Service cover
10. Discretionary bonus
11. Annual salary reviews
12. Nice office environment
13. Clear progression opportunities, including a route into advice
To be considered for the role:
14. Proven experience as a Paraplanner within an IFA / Financial Planning firm
15. Level 4 Diploma in Financial Planning (essential)
16. Strong technical knowledge across pensions, investments and protection
17. Confident report writer with excellent attention to detail
Apply today to be considered. A specialist consultant will be in touch to discuss the role in confidence.
Know someone suitable? Refer them and receive £200 if we help them secure a new role.
Synonyms: Paraplanner, Senior Paraplanner, Paraplanning, Report Writer, Financial Planning Support, Technical Planner
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