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Financial Analyst Accounting & Finance

Paraplanner: Client Focused Financial Planning Pro

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Trades Workforce Solutions
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 45000 - 50000 GBP Yearly GBP 45000.00 50000.00 YEAR
Job Description & How to Apply Below
A leading financial advisory firm in Cheltenham is looking to hire a Paraplanner to support their Financial Advisers in preparing recommendations and suitability reports for clients. The role requires excellent communication skills and a commitment to personal development. The ideal candidate will be DipPFS or DipFA qualified, with previous experience in a Paraplanner role. The firm offers a salary of £45,000 to £50,000 based on experience, along with additional benefits like 28 days of holiday and opportunities for professional development.
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