Paraplanner – Wealth Management (Cheltenham)

About the role

We are seeking an experienced Paraplanner to join our Cheltenham office, supporting Wealth Managers in delivering high‑quality financial advice and ensuring robust client outcomes.

Key responsibilities

• Prepare detailed financial plans, suitability reports and recommendations for client advice.
• Support client review and new business meetings, helping advisors communicate planning solutions.
• Research investments, pensions, protection and tax strategies to build compliant recommendations.
• Review client portfolios to ensure alignment with objectives, risk profile and regulatory standards.
• Liaise with Wealth Managers, administrators and providers to ensure smooth implementation of advice.
• Maintain accurate client records and contribute to continuous improvement of advice processes.

Required profile

• Diploma in Regulated Financial Planning (CII Level 4 or equivalent).
• Previous experience working as a Paraplanner.
• Strong technical knowledge across pensions, investments, tax wrappers and financial planning principles.
• High attention to detail with a strong compliance mindset.
• Organised, proactive and able to manage multiple priorities.
• Working towards or holding CII Level 6 is an advantage.

Required skills

• Proficient with financial planning software.

What we offer

• Salary up to £55,000 per year plus bonus.
• Pension contribution up to 17.5%.
• Strong bonus potential and share scheme.
• Private medical cover.