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Senior Paraplanner - HNW Pension & Estate Planning

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Capio Recruitment Financial Planning
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A respected Chartered Financial Planning firm in Cheltenham is looking for an experienced Technical Paraplanner to support senior advisers with high-quality advice and complex client work. The role involves producing bespoke suitability reports, conducting technical research, and collaborating to deliver compliant financial strategies. Ideal candidates will have extensive paraplanning experience and ideally hold Chartered status. This firm values quality and professionalism, offering a supportive work environment.
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Position Requirements
10+ Years work experience
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