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

Job details.

Mbf are working with a boutique firm of Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner. Our client is a very successful business who provide holistic financial services to an established portfolio of clients, with a strong commitment to placing clients at the heart of everything they do, our client prides itself on delivering tailored financial solutions and building long-lasting client relationships.

Our client is looking to recruit an experienced Paraplanner, you will play a crucial role in providing comprehensive technical support to the companies Managing Director & Senior Financial Planners. You will work within a professional team and will be provided support by the in-house Administration team; this will allow you to focus undertaking technical work and delivering an excellent service to the companies Planners and clients.

To be considered you MUST be Level 4 qualified and will have a minimum of 3 years’ experience within a Paraplanner position.

Key Responsibilities:

  • Conducting thorough research and analysis to support the development of financial plans and recommendations.
  • Preparing detailed financial reports, including suitability reports and investment proposals.
  • Assisting with the implementation of financial strategies and solutions. Maintaining accurate client records and ensuring compliance with regulatory requirements.
  • Collaborating closely with the advisory team to deliver exceptional client service and support.

What's in It for You:

A very competitive basic salary to £45,000 (dependant on experience, qualifications etc) + distortionary bonus + company benefits. The opportunity to join a friendly and professional practice that prioritises client satisfaction and employee well-being & hybrid working.


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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