Senior Paraplanner

I'm currently partnered with a national independent financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation and has over eight offices located all across the country. This role requires a highly experienced individual with strong technical expertise, as you will be supporting one of the firm's primary Advisors.

Key Responsibilities

• Assess clients' financial needs and recommend solutions.
• Prepare suitability reports for Financial Planners.
• Use financial tools to support advice and evidence client objectives.
• Ensure accurate client data and maintain CRM records.
• Research and gather information on financial plans.
• Submit and track business applications, ensuring compliance.
• Support client communications and resolve issues.
• Ensure regulatory compliance and support complaint resolution.

Essential Skills & Experience

• Need to live commutable distance from Cheltenham.
• Diploma in Regulated Financial Planning.
• 3+ years as a Paraplanner.
• Strong knowledge of pensions, investments, and compliance.
• Skilled in report writing, communication, and case management.
• IFA support experience, with attention to detail and deadlines.

Benefits

• Pension, private medical, income protection, and life cover.
• Generous holiday, flexible working, and subsidised parking.
• Employee-focused, supportive work culture.

If this role sounds like it could be for you, and you would like some more information, please send your CV to

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