Technical Paraplanner

Job Title:
Technical Paraplanner

Location:
Cheltenham (Up to 4 days a week from home)

Salary: £50,000 to £60,000 (DOE)

This is a rare opportunity to join a well-established and highly respected Chartered Financial Planning firm, supporting some of the most senior advisers within the business. The firm is known for its high‑quality advice, complex client work, and strong professional culture.

You’ll be supporting two senior advisers and working alongside an existing experienced Paraplanner and a strong administrative team, with further support being added. The client base is predominantly HNW, with exposure to complex pension planning, IHT, and holistic financial planning cases.

• Provide senior‑level paraplanning support to experienced advisers
• Produce high‑quality, bespoke suitability reports across complex case types
• Carry out in-depth technical research and analysis
• Support HNW clients with pension, investment, and estate planning strategies
• Undertake accurate cashflow modelling aligned to client objectives
• Work collaboratively with advisers to ensure advice is delivered efficiently and compliantly

• Extensive experience in a paraplanning role within a Financial Planning firm
• Chartered status …