Paraplanner

FM JOBS LIMITED; Cheltenham; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Pension scheme

28 days annual leave + bank holidays

Clear progression pathway

Ongoing CPD and technical training

Job summary

FM JOBS LIMITED in Cheltenham, Gloucestershire, is seeking an experienced Paraplanner to provide technical paraplanning support to a Senior financial adviser. You will prepare suitability reports and recommendations for clients with complex needs, allowing the adviser to focus on client relationships.

The role involves researching investment, pension and protection solutions, liaising with providers, and staying up to date with regulatory changes.

Qualifications

• Proven paraplanning experience supporting an independent financial adviser.
• Strong technical knowledge across pensions, investments and protection.
• Ability to produce clear, compliant suitability reports to a high standard.
• Desirable: Level 4 Diploma in Financial Planning or working towards chartered status.
• Desirable: Familiarity with research tools and back-office systems used in financial planning.

Responsibilities

• Preparing detailed suitability reports and letters of authority for adviser review.
• Researching and analysing investment, pension and protection solutions across the market.
• Liaising with product providers to progress new business and manage ongoing servicing.
• Supporting a Senior adviser with technical queries and keeping up to date with regulatory changes.
• Using back-office systems to maintain accurate client records and track case progress.
• Working collaboratively with other paraplanners to ensure consistency and share knowledge.

Skills

Paraplanning

Pensions

Investments

Protection

Suitability reports

Regulatory compliance

Education

Level 4 Diploma in Financial Planning

Chartered status (desirable)

Tools

Back-office systems

Research tools

Job description

Experienced Paraplanner needed in Cheltenham

A well-established financial planning firm is seeking an experienced Paraplanner to join their team in Cheltenham, Gloucestershire, with a salary of up to £40,000. You'll be supporting a qualified Senior adviser with clients who have significant assets under management, working with a team that values technical excellence and professional development.

Your purpose

You'll provide comprehensive technical paraplanning support to a Senior financial adviser, preparing suitability reports and recommendations for clients with complex financial planning needs. The role exists to ensure the adviser can focus on client relationships while you handle the detailed technical work that underpins every piece of advice. You'll work closely with the adviser who manage established client banks, so the work is relationship-driven rather than transactional.

What the role involves

• Preparing detailed suitability reports and letters of authority for adviser review
• Researching and analysing investment, pension and protection solutions across the market
• Liaising with product providers to progress new business and manage ongoing servicing
• Supporting a Senior adviser with technical queries and keeping up to date with regulatory changes
• Using back-office systems to maintain accurate client records and track case progress
• Working collaboratively with other paraplanners to ensure consistency and share knowledge

Paraplanner Requirements

• Essential: Proven paraplanning experience supporting a independent financial adviser
• Essential: Strong technical knowledge across pensions, investments and protection
• Essential: Ability to produce clear, compliant suitability reports to a high standard
• Desirable: Level 4 Diploma in Financial Planning or working towards chartered status
• Desirable: Familiarity with research tools and back-office systems used in financial planning

About the business

The firm has a collaborative culture where technical knowledge is valued and shared across the team. Paraplanners work closely with advisers and have access to structured development, with support available for those progressing towards chartered qualifications. The business is growing steadily through a combination of organic growth and acquisition activity.

Paraplanner Benefits

• Salary up to £47,000 depending on experience
• Full-time office-based role in Cheltenham
• 28 days annual leave plus bank holidays
• Pension scheme
• Clear progression pathway towards senior paraplanning or advisory roles
• Ongoing CPD and technical training