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Senior Paraplanner HNW Pension & Estate Planning; Hybrid
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2025-12-30
Listing for:
Capio Recruitment
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A leading financial planning firm in Cheltenham seeks an experienced Technical Paraplanner to provide senior-level support to advisers. You will produce high-quality suitability reports and work closely with HNW clients on complex pension and investment planning. The role offers 25 days leave, flexible working, and a chance to contribute to a high-performing team. Chartered status preferred, or Level 4 qualified with extensive paraplanning experience required.
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Position Requirements
10+ Years
work experience
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