Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide technical support to Senior Advisers and work on complex financial cases.
- Company: Reputable financial planning firm with a fun and inclusive culture.
- Benefits: Up to £55,000 salary, hybrid working, 25 days holiday, and pension contribution.
- Why this job: Join a supportive team and grow into an advisory role while making a real impact.
- Qualifications: Experience as a Paraplanner, mentoring skills, and Level 4 Diploma in Financial Planning.
- Other info: Great career progression opportunities and a friendly work environment.
The predicted salary is between 39600 - 66000 £ per year.
Are you a Senior Paraplanner looking for your next opportunity in Cheltenham? We are supporting a highly regarded financial planning firm that is seeking an ambitious and technically strong professional to join their team as a Senior Paraplanner. In this role, you will provide dedicated technical support to a Senior Adviser who works with high‑net‑worth clients, allowing you to focus on complex and rewarding cases. The firm is proud of its inclusive, fun, and values‑driven culture, offering a supportive environment where people are encouraged to grow and progress. There is also a clear pathway into an advisory role for those who wish to pursue this in the future.
Benefits:
- Salary up to £55,000
- Hybrid working, 2 days in, 3 from home
- 25 days plus bank holidays with Christmas closure
- 5% pension contribution
- 10 min walk from the station
Experience Required:
- Previous experience working as a Paraplanner within an IFA setting
- Experience mentoring junior paraplanners
- Level 4 Diploma in Financial Planning
- Experience using IO would be advantageous
Apply today to be considered for this Senior Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Referrals increase your chances of interviewing at Eden Rose by 2x.
Paraplanner in Cheltenham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cheltenham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local finance events or join online forums. You never know who might have the inside scoop on a Senior Paraplanner role or can refer you to someone looking for your skills.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and technical know-how. Talk about specific cases you've worked on and how you’ve supported advisers. This will show them you’re the right fit for their team!
✨Be Ready for Interviews
Prepare for interviews by brushing up on common paraplanning questions and scenarios. Think about how you can demonstrate your mentoring experience and your ability to handle complex cases. Confidence is key, so practice makes perfect!
✨Apply Through Us!
Don’t forget to apply through our website! We’re here to help you land that Senior Paraplanner position. Plus, if you refer a mate and they get hired, you could pocket £200. It’s a win-win!
We think you need these skills to ace Paraplanner in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in an IFA setting and any mentoring you've done. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our fun and inclusive culture. Let us know what makes you the perfect fit!
Showcase Relevant Experience: When filling out your application, be sure to showcase your previous experience as a Paraplanner. Mention any specific cases you've worked on that demonstrate your technical skills and ability to support high-net-worth clients.
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to review your application quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the key financial planning concepts and be ready to discuss how you've applied them in your previous roles. This will show that you're not just a candidate, but a knowledgeable professional who can add value.
✨Showcase Your Mentoring Skills
Since mentoring junior paraplanners is part of the role, be prepared to share examples of how you've supported others in your past positions. Highlight specific instances where your guidance made a difference, as this will demonstrate your leadership potential.
✨Emphasise Cultural Fit
This firm values an inclusive and fun culture, so don’t shy away from discussing your own values and how they align with theirs. Share experiences that reflect your ability to thrive in a supportive environment and contribute positively to team dynamics.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to high-net-worth clients and their expectations for the Senior Paraplanner role. This shows your genuine interest in the position and helps you assess if the company is the right fit for you.
