Senior Paraplanner – Cheltenham (Hybrid)
Salary: £55,000 + benefits
A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients.
The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway.
The Role
As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives.
Key responsibilities include:
1. Producing clear, high-quality technical suitability reports in a timely manner
2. Reviewing client files to understand objectives and identify key financial planning considerations
3. Analysing existing pensions, investments and protection arrangements
4. Undertaking whole-of-market research across investments, pensions and protection products
5. Interpreting risk analysis and assessing the suitability of recommendations
6. Providing technical, research and administrative support to the advisory team
7. Communicating effectively with Consultants and Client Support teams regarding reports and recommendations
8. Maintaining accurate client records and tasks within back-office systems
9. Attending client meetings alongside Consultants where required
Senior Level Responsibilities
In addition to core paraplanning duties, you will also:
10. Mentor and support trainee or junior paraplanners
11. Assist with technical checking and quality assurance of paraplanning reports
12. Support complex financial planning work including cashflow modelling and technical calculations
13. Contribute to internal projects aimed at improving efficiency and client service delivery
14. Participate in team meetings and collaborate on wider business initiatives
About You
The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment.
Essential:
15. Diploma qualified (Level 4)
16. Experience writing detailed suitability reports
17. Previous experience within an IFA/Financial Planning firm
18. Strong technical knowledge of pensions, investments and protection
19. Experience conducting research using industry tools
20. Excellent written communication skills and strong attention to detail
21. Strong organisational and prioritisation skills
Desirable:
22. Chartered status or working towards it
23. Minimum 3+ years in a technical paraplanning role
24. Experience mentoring junior paraplanners
25. Experience with cashflow modelling
26. Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or Iress
What’s on Offer
27. Competitive salary and benefits package
28. Hybrid working arrangement - 3 days in the office - 2 days from home
29. Supportive, collaborative paraplanning team
30. Structured career progression, including potential path to Financial Planner/Consultant
31. Ongoing professional development and CPD support
If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.