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Financial Consultant Financial Analyst Financial Reporting Accounting & Finance

Holistic Financial Paraplanner — Hybrid

Job in Cheltenham, Gloucestershire, GL50, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Reporting, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 65000 GBP Yearly GBP 50000.00 65000.00 YEAR
Job Description & How to Apply Below
A growing financial planning firm is looking for an experienced Technical Paraplanner in Cheltenham. This hybrid role involves managing complex cases from start to finish while supporting advisers and producing robust technical reports. Ideal candidates have a Diploma in Financial Planning and strong technical knowledge. The firm values a non-corporate culture emphasizing professionalism and autonomy. The position offers an attractive salary of £50,000 – £65,000 based on experience and qualifications.
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