Paraplanner

Finlink Ltd; Cheltenham; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Private Medical Insurance

Medicash Health Cash Plan

Pension plan with employer match

Group Income Protection

Group Life Assurance

28 days holiday

Job summary

Finlink Ltd in Cheltenham is seeking an experienced Paraplanner to support Financial Planners in delivering high-quality financial advice. You will be involved in preparing cash-flow forecasts, conducting research, and managing client cases.

This hybrid role offers a competitive salary, private medical insurance, and a pension plan. You will work closely with advisers and paraplanners in a growing financial planning business committed to providing exceptional client experiences.

Qualifications

• Previous paraplanning experience within financial planning or wealth management is required.
• Strong technical knowledge of pensions, investments, and tax-planning solutions.
• Ability to manage multiple cases effectively.

Responsibilities

• Conduct detailed research and analyze clients' arrangements.
• Prepare cash-flow forecasts and produce comprehensive suitability reports.
• Identify opportunities to improve internal processes and client outcomes.

Skills

Technical knowledge

Attention to detail

Time management

Communication

Education

Level 4 financial planning qualification

Tools

Cash-flow modelling software

Industry platforms

Back-office systems

Job description

Paraplanner

Cheltenham Hybrid Up to £40,000

If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process.

You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing.

The Business

This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience.

The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.

This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers.

The Role

Working as a Paraplanner, you will support Financial Planners in delivering high-quality, compliant financial advice and first-class outcomes for clients.

This is a broad and hands-on role. Responsibilities will include conducting detailed research, analysing clients' existing arrangements, preparing cash-flow forecasts and producing clear and comprehensive suitability reports. You will assess a range of pensions, investments, protection and tax-planning solutions, liaise with providers and other third parties, maintain accurate records on internal systems and help ensure planners are fully prepared for client meetings.

You will also respond to technical queries, help progress cases through the advice process, resolve outstanding issues and identify opportunities to improve internal processes and client outcomes. Previous paraplanning experience within financial planning or wealth management will be important, along with strong technical knowledge, excellent attention to detail and the ability to manage multiple cases effectively. Experience using industry platforms, back-office systems and cash-flow modelling software would be beneficial, and progress towards-or completion of-a Level 4 financial planning qualification would be preferred.

The Benefits

• Competitive salary depending on experience
• Hybrid working with 3 days in the office
• Private Medical Insurance
• Medicash Health Cash Plan
• Pension plan with 5% employer contribution and minimum 3% employee contribution
• Group Income Protection at 75% of base salary
• Group Life Assurance at 4x base salary
• 28 days holiday, rising to 30 days after 2 years of service

One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.