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  • Cheltenham
  • Permanent
  • £35,000 - £40,000

Job details.

Mbf are working with a reputable and well established Chartered Financial Planning organisation on the outskirts of Cheltenham to recruit a Paraplanner.  Our client are true market leaders, they have won multiple industry awards and have an outstanding reputation.

The client is currently seeking to recruit a Paraplanner who can compliment their existing support team. In this position you will be responsible for providing full support to the companies Planners & clients, you will work closely with Senior/Qualified Paraplanners who will provide you with ongoing training & support.

Duties include:

  • Conducting in-depth research on financial products and market trends
  • Preparing detailed financial reports
  • Collaborating closely with financial advisors to develop tailored financial plans for clients
  • Ensuring compliance with industry regulations and internal standards
  • Contributing to the delivery of exceptional client experiences
  • Attend & assist in client meetings

To be considered:

  • You must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
  • Ideally you will hold the Diploma in Financial Planning or will be working towards
  • Have a strong understanding of the financial planning industry
  • Strong attention to detail and communication skills

On Offer:

  • Basic salary of up to 40,000 plus discretionary bonus
  • Hybrid working
  • Full study support
  • Opportunity to progress within a national organisation
  • Excellent benefits package

This is a fantastic opportunity to join a leading Financial Planning organisation who have an excellent working environment. The business actively encourage progression and have a proven track record progressing staff from this role into technical & advisory positions.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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