Technical Paraplanner – Cheltenham – Up to £65,000

Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs.

Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact?

This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development.

Salary up to £65,000 (depending on experience)

Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning.

As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million.

Key responsibilities:

Produce accurate and comprehensive Suitability Reports for a range of financial planning areas

Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning

Support Advisers in delivering bespoke solutions for complex client needs

Liaise with product providers and third parties to gather accurate information

Help develop and improve internal processes as the business grows

What we’re looking for:

Level 4 Diploma in Financial Planning (or equivalent)

Progression towards Chartered Financial Planner status (desirable)

Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm

Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning

High attention to detail and excellent communication skills

About the company:

This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level.

Interested?

If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.