Paraplanner
1 week ago
Paraplanner – Cheltenham – £40,000 to £52,000We are representing a reputable, well-established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high-quality, supportive environment with strong professional development opportunities.The firm values collaboration, technical excellence, and a positive team culture. You will work closely with Wealth Managers, contribute to client planning, and play a key role in shaping advice delivered to clients.BenefitsSalary £40,000 – £52,000 (depending on experience & qualifications)Annual discretionary bonus27 days holiday + bank holidaysIncome protectionPrivate medical insuranceDeath in serviceKey ResponsibilitiesPrepare high-quality financial plans, recommendations, and suitability reportsSupport Wealth Managers with review meetings and new client onboardingConduct research and analysis across pensions, investments, protection, and tax planningReview client portfolios ensuring alignment with objectives and compliance requirementsLiaise with Wealth Managers, Administrators, and providers to ensure seamless deliveryMaintain accurate files and support continual improvement of advice processes #J-18808-Ljbffr
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Paraplanner
1 week ago
Cheltenham, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Cheltenham** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...
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Paraplanner
2 weeks ago
Cheltenham, United Kingdom Synchronicity Group Full timeA top Accountancy Practice with offices in Cheltenham are seeking an experienced Paraplanner professional to join them. You will be joining a highly established Financial Planning team that includes very senior and experienced Wealth Planning professionals working alongside them and an Administration team. The team provides holistic planning services which...
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Paraplanner
20 hours ago
Cheltenham, United Kingdom mbf Full time1 day ago Be among the first 25 applicants This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Director/Senior Recruitment Consultant - Financial Services - South West & Wales We are proud to partner with one of the UK’s most respected Financial Planning and Asset Management...
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Paraplanner
20 hours ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeWe are partnered with a financial planning firm in Cheltenham or Malvern to support them in their search to hire their next Paraplanner into the team. This is a hybrid working opportunity which will see you in working from home 2 days a week. This is a business that deals with complex paraplanning cases within investments and pension products so the ideal...
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Paraplanner
2 weeks ago
Cheltenham, United Kingdom Trades Workforce Solutions Full timeParaplanner Do you thrive in a busy customer focussed environment? Are you keen to work for an ambitious company that will support your continued professional development? Are you analytical, solution focussed and highly organised, with excellent attention to detail? My client, are a well established and highly successful firm of Independent Financial...
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Paraplanner
1 week ago
Cheltenham, United Kingdom Service Care Solutions Full timeParaplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will...
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Senior Paraplanner
3 weeks ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeI'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration,...
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Paraplanner - National Organisation
5 days ago
Cheltenham, United Kingdom mbf. Full timeMB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their Cheltenham office. The business is a market leader and are now ready to continue their planned expansion. As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their...
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Chartered Paraplanner
5 days ago
Cheltenham, Gloucestershire, United Kingdom rockwealth Full timePosition: Chartered Paraplanner - Full TimeSalary guide:£50-60kReporting to:DirectorsLocation: Cheltenham– mix of office and home workingWe're looking for an experienced Chartered Paraplanner to lead our paraplanning team in Cheltenham.The successful candidate will have experience of writing technical reports for high net worth clients with complex...
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Lead Paraplanner
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom CAP Resourcing LTD Full time £55,000 - £70,000 per yearLead ParaplannerCheltenham (Hybrid)£55,000 – £70,000 (DOE) + Amazing BenefitsAre you a 'career Paraplanner' ready to take the lead?This is an incredible opportunity to own and grow the Paraplanning function within a forward-thinking, tech-savvy financial planning firm that genuinely values its people.You'll be joining a business that's modern in every...