Senior Paraplanner | Hybrid, Path to Advisory Role

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

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.