More jobs:
Paraplanner | Path Qualifications
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-01-11
Listing for:
Premier Jobs UK Limited
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A local independent financial planning firm in Cheltenham is seeking a Paraplanner to support their team of Financial Advisors. This role includes building financial plans, preparing suitability reports, conducting provider research, and participating in client meetings. The firm values professional development and encourages team collaboration, making it an ideal place for those with 3+ years of Paraplanning experience to grow their careers.
Strong interpersonal skills and familiarity with financial planning software are essential.
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