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Junior Paraplanner

  • Cheltenham
  • Permanent
  • £25,000 - £35,000 + Bonus, Benefits and exam support

Job details.

Mbf are working with a boutique firm of successful Financial Planners in the centre of Cheltenham to recruit a Junior Paraplanner. Our client is a friendly & professional practice who have a long-standing book of clients, they have an excellent reputation for providing a high level of holistic advice.

They are now looking to recruit a Junior Paraplanner who will work directly with the Managing Director. The role will be responsible for providing lower level paraplanning & administrative support to the MD and companies clients. You will be a vital part of the team and the advice process; you will have a direct impact of the advice provided.

The client is looking to recruit a motivated & professional candidate who is keen to progress their career in the industry. You should want to develop your technical knowledge/skills and will want to progress into a full technical Paraplanner position within the near future. Individuals who are already working towards the Diploma in Financial Planning would be preferred – you will be provided full support for market exams to complete the Diploma in Financial Planning and beyond.

The MD will provide you with ongoing training & guidance, you will also be provided with full administrative support which will allow you to focus on more technical duties.

This is a great opportunity for a Senior Administrator or Trainee/Junior Paraplanner who is looking to join a successful practice where you will have the genuine opportunity to progress into a full Paraplanner position.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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