Senior Paraplanner

Eden Rose; Cheltenham; Hybrid; GBP 49,500 - 60,500; Full time

Benefits offered by this job

25 days plus bank holidays

Christmas closure

Referral bonus of £200

Job summary

A financial planning firm in Cheltenham is seeking an experienced Senior Paraplanner to join their team. This role focuses on providing technical support to a Senior Adviser, primarily working with high-net-worth clients. The company offers a supportive culture with a defined path into advisory roles. Salary is up to £55,000, with a hybrid working model (2 days in the office, 3 from home) and generous holiday allowances.

Qualifications

• Previous experience working as a Paraplanner within an IFA setting.
• Ideally, have experience mentoring junior paraplanners.
• Level 4 Diploma in Financial Planning required.

Responsibilities

• Provide dedicated technical support to a Senior Adviser.
• Focus on complex cases for high-net-worth clients.

Skills

Paraplanning experience in IFA setting

Mentoring skills

Technical support

Education

Level 4 Diploma in Financial Planning

Tools

IO software

Job description

Are you a Senior Paraplanner looking for your next opportunity in Cheltenham?

We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with high-net-worth clients, allowing you to focus on complex and rewarding cases.

The firm is proud of its inclusive, fun, and values-driven culture, offering a supportive environment where people are encouraged to grow and progress.

There is also a clear pathway into an advisory role for those who wish to pursue this avenue.

• Salary up to £55,000
• Hybrid working, 2 day in, 3 from home
• 25 days plus bank holidays with Christmas closure
• 10 min walk from the station

Experience Required

• Previous experience working as a Paraplanner within an IFA setting
• Ideally, have experience mentoring junior paraplanners
• Level 4 Diploma in Financial Planning
• Experience using IO would be advantageous

Apply today

to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.