Paraplanner

Adecco; Cheltenham; On-site; GBP 45,000 - 50,000; Full time

Job summary

A respected financial services firm in Cheltenham is seeking a Paraplanner to support Financial Advisers in delivering tailored advice. The role emphasizes collaboration, attention to detail, and maintaining compliance, offering a competitive salary and professional development opportunities.

Benefits

Performance-based bonuses

Professional development opportunities

Health and wellbeing initiatives

Generous holiday allowance

Flexible working

Qualifications

• Previous experience in a paraplanning or financial services support role.
• Strong understanding of financial planning principles.

Responsibilities

• Collaborate with Advisers to develop and document financial strategies.
• Prepare clear and compliant suitability letters and reports.

Skills

Communication

Financial Planning

Detail-oriented

Education

Relevant Financial Qualifications

Tools

Microsoft Word

Excel

Outlook

Job description

Job Title: Paraplanner

Location: Cheltenham

Contract: Full-time, Permanent

Salary: 45,000 - 50,000

About the Company

Our client is a respected and growing financial services firm known for delivering personalised, high-quality advice and support. With a strong focus on integrity, collaboration, and client care, the team in Cheltenham is passionate about shaping positive financial outcomes for individuals and families. This is an excellent opportunity to join a dynamic environment where your skills and development are truly valued.

What's on Offer

• Competitive salary with performance-based bonuses
• Opportunities for professional development and industry qualifications
• A collaborative, supportive team culture
• Health and wellbeing initiatives
• Generous holiday allowance and flexible working where possible

Role Overview

As a Paraplanner, you will work closely with Financial Advisers to support the delivery of tailored advice and exceptional client service. Your ability to combine technical knowledge with a proactive, detail-oriented approach will be central to your success in this role.

Key Responsibilities

• Collaborate with Advisers to develop and document financial strategies
• Prepare clear and compliant suitability letters and reports
• Ensure client records and compliance documentation are accurate and up to date
• Liaise with providers to obtain technical information as part of the advice process
• Respond to client queries professionally and efficiently
• Support with administrative tasks when required
• Maintain and develop up-to-date technical knowledge through ongoing learning

About You

Essential:

• Previous experience in a paraplanning or financial services support role
• Strong understanding of financial planning principles
• Excellent written and verbal communication skills
• Ability to manage workloads independently while contributing to team success
• Proficient in Microsoft Word, Excel, and Outlook

Desirable:

• Progress toward relevant financial qualifications (e.g., J01, J02, R04, IMC)
• Experience in drafting complex reports and supporting client relationships

How to Apply

If you're looking to take the next step in your career with a firm that values expertise, development, and collaboration, we'd love to hear from you. Please submit your CV detailing your relevant experience.

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Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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