Senior Paraplanner Support - Cheltenham | Up to £47k

Premier Jobs UK Limited; Warmley; On-site; GBP 40,000 - 47,000; Full time

Benefits offered by this job

28 days annual leave

Pension scheme

Clear progression pathway

Ongoing CPD and technical training

Job summary

Premier Jobs UK Limited is looking for an experienced Paraplanner to join their team in Cheltenham. In this full-time role, you will provide comprehensive support to a Senior financial adviser, preparing suitability reports and managing client relationships.

The firm values technical excellence and offers a collaborative culture, with opportunities for ongoing professional development and progression towards senior roles.

Qualifications

• Proven paraplanning experience supporting an independent financial adviser.
• Strong technical knowledge across pensions, investments, and protection.
• Ability to produce clear, compliant suitability reports to a high standard.

Responsibilities

• Preparing detailed suitability reports and letters of authority for adviser review.
• Researching and analyzing investment, pension, and protection solutions.
• Liaising with product providers to progress new business.

Skills

Paraplanning experience

Technical knowledge

Suitability reports

Financial planning

Education

Level 4 Diploma in Financial Planning

Tools

Back-office systems

Research tools

Job description

Premier Jobs UK Limited is looking for an experienced Paraplanner to join their team in Cheltenham. In this full-time role, you will provide comprehensive support to a Senior financial adviser, preparing suitability reports and managing client relationships.

The firm values technical excellence and offers a collaborative culture, with opportunities for ongoing professional development and progression towards senior roles.