At a Glance
- Tasks: Support a Senior adviser by preparing detailed suitability reports and managing client relationships.
- Company: A well-established financial planning firm in Cheltenham with a collaborative culture.
- Benefits: Salary up to £47,000, 28 days leave, pension scheme, and clear progression pathways.
- Other info: Access to ongoing training and support for chartered qualifications.
- Why this job: Join a growing team where your technical skills make a real difference in clients' lives.
- Qualifications: Proven paraplanning experience and strong technical knowledge in financial planning.
The predicted salary is between 41850 - 51150 £ per year.
Experienced Paraplanner needed in Cheltenham. A well-established financial planning firm is seeking an experienced Paraplanner to join their team in Cheltenham, Gloucestershire, with a salary of up to £40,000. You'll be supporting a qualified Senior adviser with clients who have significant assets under management, working with a team that values technical excellence and professional development.
Your purpose
You'll provide comprehensive technical paraplanning support to a Senior financial adviser, preparing suitability reports and recommendations for clients with complex financial planning needs. The role exists to ensure the adviser can focus on client relationships while you handle the detailed technical work that underpins every piece of advice. You'll work closely with the adviser who manage established client banks, so the work is relationship-driven rather than transactional.
What the role involves
- Preparing detailed suitability reports and letters of authority for adviser review
- Researching and analysing investment, pension and protection solutions across the market
- Liaising with product providers to progress new business and manage ongoing servicing
- Supporting a Senior adviser with technical queries and keeping up to date with regulatory changes
- Using back-office systems to maintain accurate client records and track case progress
- Working collaboratively with other paraplanners to ensure consistency and share knowledge
Paraplanner Requirements
- Essential: Proven paraplanning experience supporting an independent financial adviser
- Essential: Strong technical knowledge across pensions, investments and protection
- Essential: Ability to produce clear, compliant suitability reports to a high standard
- Desirable: Level 4 Diploma in Financial Planning or working towards chartered status
- Desirable: Familiarity with research tools and back-office systems used in financial planning
About the business
The firm has a collaborative culture where technical knowledge is valued and shared across the team. Paraplanners work closely with advisers and have access to structured development, with support available for those progressing towards chartered qualifications. The business is growing steadily through a combination of organic growth and acquisition activity.
Paraplanner Benefits
- Salary up to £47,000 depending on experience
- Full-time office-based role in Cheltenham
- 28 days annual leave plus bank holidays
- Pension scheme
- Clear progression pathway towards senior paraplanning or advisory roles
- Ongoing CPD and technical training
Next steps
Your application will be reviewed within two working days, and suitable candidates will be contacted to arrange an initial conversation. If you're an experienced Paraplanner looking for your next role in Cheltenham, apply now with your current CV.
Paraplanner in Cheltenham employer: Premier Jobs UK Limited Careers
Join a leading mortgage brokerage that champions autonomy and flexibility for its Mortgage Advisors. With the opportunity to work remotely across England and Wales, you'll enjoy a commission-only structure with no salary cap, warm leads, and comprehensive back-office support, all while maintaining your independence. This is an excellent environment for experienced professionals looking to thrive in their careers without the constraints of micromanagement.
Contact Details:
Premier Jobs UK Limited Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheltenham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Premier Jobs UK Limited Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Cheltenham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Premier Jobs UK Limited Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Premier Jobs UK Limited Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Premier Jobs UK Limited Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Premier Jobs UK Limited Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Premier Jobs UK Limited Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Premier Jobs UK Limited Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
