Senior Paraplanner – Cheltenham (Hybrid)
Salary: £55,000 + benefits
A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients.
The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway.
The Role
As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives.
Key responsibilities include:
Senior Level Responsibilities
In addition to core paraplanning duties, you will also:
About You
The ideal candidate will have strong technical knowledge and experience in a paraplanning role within an IFA or financial planning environment.
Essential:
Desirable:
What’s on Offer
If you are an experienced paraplanner looking to step into a senior role with genuine progression opportunities, we would welcome your application.
Senior Paraplanner – Cheltenham • Cheltenham, GB
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