An award-winning, independent financial planning practice based in Cheltenham is looking to recruit a Junior Paraplanner to join their growing team.
This is an excellent opportunity to join a well-established, medium-sized firm where you will play a genuine role in client outcomes. You will work closely with a team of successful Financial Planners, gaining valuable exposure to client work and the technical side of financial planning.
The role offers hands-on experience and the chance to develop your paraplanning skills, with full support from an experienced Manager and Senior Paraplanners. You will be involved in research, report writing and client interaction, helping to deliver high-quality advice.
You will also benefit from a strong support structure, with a dedicated team of administrators handling the bulk of the administrative workload. This allows you to focus on developing your technical knowledge and progressing your career within paraplanning.
What we are looking for:
- Experience within financial planning support or paraplanning
- Ideally 1–3 RO exams completed
- A strong desire to achieve the Diploma in Financial Planning
- A motivated individual keen to learn and progress
What’s on offer:
- Basic salary up to £40,000
- Discretionary bonus
- Full study support and structured development
- Clear progression pathway to Senior Paraplanner
- Hybrid working arrangement
- Comprehensive company benefits
The company has a proven track record of developing Junior Paraplanners into senior-level positions and actively encourages professional development through further qualifications.
If you’re looking to take the next step in your paraplanning career within a supportive and forward-thinking environment, this could be the ideal opportunity.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
Responsibilities:
