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- Tasks: Provide technical support to Senior Advisers and manage complex cases for high-net-worth clients.
- Company: A highly regarded financial planning firm with an inclusive and fun culture.
- Benefits: Salary up to £55,000, hybrid working, 25 days holiday plus bank holidays.
- Why this job: Join a supportive team with clear pathways to advisory roles and personal growth.
- Qualifications: Experience as a Paraplanner in an IFA setting and Level 4 Diploma in Financial Planning.
- Other info: Mentoring opportunities available and a short walk from the station.
The predicted salary is between 42000 - 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 avenue.
Salary: up to £55,000
Working Arrangement: Hybrid working, 2 days in, 3 from home
Benefits: 25 days plus bank holidays with Christmas closure, 10 min walk from the station
Experience Required:
- Previous experience working as a Paraplanner within an IFA setting
- Ideally, have 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.
Senior Paraplanner in Cheltenham employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one we're supporting. A friendly chat can sometimes lead to a job offer before it even hits the market!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and case studies. We want you to showcase your skills as a Senior Paraplanner, so think about how you've tackled complex cases in the past and be ready to discuss them.
✨Tip Number 3
Don’t forget to highlight your mentoring experience! If you've helped junior paraplanners grow, make sure to mention this during interviews. It shows you're not just technically strong but also a team player who values growth.
✨Tip Number 4
Apply through our website for a smoother process! We’re here to help you land that Senior Paraplanner role, and applying directly with us means you’ll get the best support possible throughout your job search.
We think you need these skills to ace Senior 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 financial planning and how you can contribute to our inclusive and values-driven culture. Let us know what excites you about this opportunity!
Showcase Relevant Experience: When filling out your application, be sure to showcase your relevant experience, especially with high-net-worth clients and complex cases. We love seeing how you've tackled challenges in your previous roles!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the Senior Paraplanner position. Plus, it’s super easy!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss complex cases you've handled in the past, as this role requires a strong understanding of high-net-worth client needs.
✨Showcase Your Mentoring Skills
Since mentoring junior paraplanners is part of the job, think of examples where you've guided or supported others in your previous roles. Highlighting your leadership abilities will show that you're not just technically strong but also a team player.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. They pride themselves on being inclusive and fun, so be prepared to discuss how you align with these values and how you can contribute to their supportive environment.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might want to ask about the pathway into an advisory role or how they support professional development.
