Cheltenham
Paraplanner – Cheltenham – £40,000 to £52,000 We are representing a reputable, well-established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high-quality, supportive environment with strong professional development opportunities. The firm values collaboration, technical excellence, and a positive team culture. You will work closely with Wealth Managers, contribute to client planning, and play a key role in shaping advice delivered to clients. Benefits • Salary £40,000 – £52,000 (depending on experience & qualifications), • Annual discretionary bonus, • 27 days holiday + bank holidays, • Income protection, • Private medical insurance, • Death in service Key Responsibilities • Prepare high-quality financial plans, recommendations, and suitability reports, • Support Wealth Managers with review meetings and new client onboarding, • Conduct research and analysis across pensions, investments, protection, and tax planning, • Review client portfolios ensuring alignment with objectives and compliance requirements, • Liaise with Wealth Managers, Administrators, and providers to ensure seamless delivery, • Maintain accurate files and support continual improvement of advice processes ...