Paraplanner

Cheltenham | Office-Based During Probation | Hybrid Working (2 Days from Home After Probation)

Salary: Competitive, dependent on experience

Are you a Trainee or qualified Paraplanner looking for a role where you can genuinely develop your technical expertise, work on a wide variety of client cases and be part of a supportive, forward-thinking financial planning firm?

Whether you're an aspiring junior paraplanner looking to take the next step in your career or an experienced Senior Paraplanner seeking greater responsibility and long-term progression, we'd love to hear from you.

This is an excellent opportunity to join a growing and ambitious financial planning practice in Cheltenham, working alongside experienced Advisers, Paraplanners and Administrators to deliver outstanding outcomes for clients.

The Opportunity

You'll play a key role in supporting Financial Planners with research, analysis and report writing across a broad range of financial planning areas, including pensions, investments, protection and retirement planning.

Unlike many paraplanning roles, you'll be involved throughout the entire advice process, giving you greater exposure to client strategies and technical financial planning.

For ambitious individuals, there is a genuine long-term progression pathway, including the opportunity to develop towards a Financial Adviser role.

Key Responsibilities

• Conduct technical research and analyse client circumstances
• Prepare suitability reports and recommendation documentation
• Assist with pension, investment, protection and retirement planning cases
• Produce cashflow modelling and planning analysis
• Support advisers in preparing for client meetings
• Liaise with providers and third parties
• Maintain accurate client records and systems
• Assist with technical queries and case progression
• Identify opportunities to improve processes and client outcomes
• Ensure advice files meet compliance and regulatory standards

About You

We are open to speaking with candidates across a range of experience levels, including:

Junior Paraplanners

• Previous experience within an IFA, wealth management or financial planning environment
• Exposure to report writing, research or adviser support
• Working towards or keen to begin Level 4 qualifications
• Strong attention to detail and willingness to learn

Experienced & Senior Paraplanners

• Proven paraplanning experience within financial planning or wealth management
• Strong technical knowledge across pensions, investments and retirement planning
• Experience producing high-quality suitability reports
• Familiarity with cashflow modelling and research tools
• Ability to manage complex cases and adviser relationships
• Level 4 Diploma qualified or working towards advanced qualifications

Benefits

• Competitive salary depending on experience
• Hybrid working available (2 days from home after successful completion of probation)
• Genuine progression towards Financial Adviser opportunities
• Private Medical Insurance
• Medicash Health Cash Plan
• Pension Scheme with 5% employer contribution
• Group Income Protection (75% of salary)
• Group Life Assurance (4x salary)
• 28 days holiday, increasing to 30 days after two years' service
• Supportive and collaborative working environment
• Ongoing professional development and exam support