Free cookie consent management tool by TermsFeed Paraplanner - Hybrid Working | MBF

Paraplanner - Hybrid Working

  • Cheltenham
  • Permanent
  • £40,000 - £45,000 + bonus and benefits

Job details.

Mbf are working with a very successful Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner. Our client is well established and have an excellent reputation, they are a growing business that have managed to maintain their friendly company feel.

They are now seeking to recruit a Level 4 qualified individual. This position will be responsible for supporting the companies Directors & successful IFAs, this will be a vital part of the team and you will have a genuine impact in the advice process.

The ideal candidate will have:

  • Strong technical knowledge of financial planning and investment products
  • Excellent research and analytical skills
  • Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
  • Attention to detail and ability to work to tight deadlines
  • Advanced experience with financial planning software
  • Strong organizational and time management skills


  • Supporting financial advisors with research, analysis and report writing
  • Preparation of financial plans, investment reports and suitability letters
  • Liaising with clients, product providers and other professionals as required
  • Maintaining accurate records and ensuring all files are kept up to date
  • Staying up to date with industry regulations and market changes

In return the client is offering:

  • Basic salary to £45,000
  • Bonus
  • Good holiday entitlement
  • Hybrid working split between office & home
  • Additional benefits including: pension, death in service etc


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

Contact Us

similar jobs.

don't miss out on great offers.


Get new jobs for this search by email