Details:
- Salary: £45,000 - 55,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Cheltenham
- Date: 1 week ago
Description:
Senior Technical Paraplanner
£45,000-£55000
Gloucestershire | Hybrid Working
This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards.
The focus here is not volume-driven paraplanning. It is detailed, technical financial planning work supporting complex client situations across pensions, investments, retirement planning, and protection.
You will be working closely with experienced Financial Planners in a collaborative environment where paraplanning is a core part of the advice process, not a back-office function.
The firm works with a broad range of private clients, including high-net-worth and ultra-high-net-worth individuals, and places a strong emphasis on quality of outcome, technical accuracy, and long-term planning relationships.
The Work
The role sits within a technically strong planning team, supporting advisers with:
Complex financial planning casework and technical analysis
Production of detailed suitability reports and client recommendations
Input into retirement, investment, and protection strategies
Collaboration with advisers on planning solutions for existing and new clients
Liaison with clients where required, including high-net-worth individuals
Maintaining consistently high standards of technical output and compliance
What Good Looks Like
This role will suit an experienced paraplanner who enjoys depth of work, technical problem solving, and being closely involved in the advice process.
You will likely bring:
3+ years' experience in paraplanning or technical financial planning roles
Diploma qualified (DipPFS or equivalent)
Strong technical knowledge across pensions, investments, retirement planning, and protection
Confident use of financial planning tools such as Voyant, CashCalc, and similar cashflow/modelling platforms
High-quality report writing and communication skills
A detail-focused, methodical approach to work
Environment
This is a stable, well-structured Financial Planning business with a strong reputation for quality over volume.
The team is collaborative, technically capable, and focused on delivering long-term value for clients rather than transactional output.
Paraplanning here is treated as a specialist technical function within the advice process, with genuine involvement in shaping planning outcomes.
Package
Profit share scheme
Clear long-term progression and development pathway
28 days holiday (with option to purchase additional leave)
Life assurance (6x salary)
Health & wellbeing benefits
Enhanced family leave policies
Hybrid working and on-site parking For full details and a confidential discussion, please reach out to Ellis Mears at EJP