Paraplanner | Career Progression into Financial Advice

Nexus ERP; Cheltenham; On-site; GBP 28,000 - 38,000; Full time

Job summary

Nexus ERP in Cheltenham is seeking a Paraplanner with ambition to progress into a Financial Adviser role. You’ll work closely with senior advisers, gain exposure to clients and meetings, and develop across the financial planning process.

The firm supports professional development toward Level 4 Diploma in Financial Planning (CII or CISI). A strong attention to detail and excellent communication will help you build trusted client relationships as you grow.

Qualifications

• Paraplanning experience within a financial planning environment.
• Level 4 Diploma in Financial Planning or working towards it.
• Strong attention to detail and organisational skills.

Responsibilities

• Work closely with senior advisers and participate in client meetings.
• Support with professional development and qualifications.
• Develop understanding of the financial planning and advice process.

Skills

Paraplanning background

Client meetings exposure

Attention to detail

Communication skills

Ambition to progression

Education

Level 4 Diploma in Financial Planning

Job description

We’re delighted to be partnering with a well-established boutique financial planning firm in Cheltenham to appoint a Paraplanner who is ambitious to progress into a Financial Adviser role.

This is a genuine growth opportunity within an experienced, close-knit team. You’ll work closely with senior advisers, gain meaningful exposure to clients and meetings, and develop your skills across the wider financial planning and advice process.

The firm has built a strong reputation over many years for providing thoughtful, personalised financial planning and developing trusted, long-term client relationships.

Why this role?

• Work closely with experienced advisers
• Genuine exposure to clients and client meetings
• Support with professional development and qualifications
• Develop your technical and communication skills
• Play an important part in its continued growth
• Experienced Paraplanning background, ideally within a financial planning environment
• Good understanding of the financial planning and advice process
• Level 4 Diploma in Financial Planning (CII or CISI), or currently working towards it
• Strong attention to detail and organisation
• Excellent communication and relationship-building skills
• Genuine ambition to progress into a Financial Adviser role

This is an opportunity for someone who has built a strong foundation in Paraplanning and is now ready to develop their confidence, broaden their experience and take a genuine step towards Financial Advice.