Senior Paraplanner
9 days ago
Cheltenham
Senior Paraplanner – Cheltenham (Hybrid) Salary: £55,000 + benefits A well-established and highly regarded financial planning firm is seeking an experienced Senior Paraplanner to join its growing team. This is an excellent opportunity for a technically strong paraplanner who enjoys working in a collaborative environment and wants to play a key role in delivering high-quality financial planning advice to clients. The position offers the chance to work closely with Financial Planning Consultants, provide technical expertise, and mentor junior team members, with potential longer-term progression into an Advisory/Consultant role through a structured development pathway. The Role As a Senior Paraplanner, you will support Financial Planning Consultants by delivering high-quality technical analysis and suitability reports, ensuring advice is accurate, compliant and tailored to client objectives. Key responsibilities include: • Producing clear, high-quality technical suitability reports in a timely manner, • Reviewing client files to understand objectives and identify key financial planning considerations, • Analysing existing pensions, investments and protection arrangements, • Undertaking whole-of-market research across investments, pensions and protection products, • Interpreting risk analysis and assessing the suitability of recommendations, • Providing technical, research and administrative support to the advisory team, • Communicating effectively with Consultants and Client Support teams regarding reports and recommendations, • Maintaining accurate client records and tasks within back-office systems, • Mentor and support trainee or junior paraplanners, • Assist with technical checking and quality assurance of paraplanning reports, • Support complex financial planning work including cashflow modelling and technical calculations, • Contribute to internal projects aimed at improving efficiency and client service delivery Essential: • Diploma qualified (Level 4), • Experience writing detailed suitability reports, • Previous experience within an IFA/Financial Planning firm, • Strong technical knowledge of pensions, investments and protection, • Experience conducting research using industry tools, • Excellent written communication skills and strong attention to detail, • Chartered status or working towards it, • Minimum 3+ years in a technical paraplanning role, • Experience mentoring junior paraplanners, • Experience with cashflow modelling, • Knowledge of Intelliflo Office and research tools such as Financial Express Analytics or IressWhat’s on Offer, • Competitive salary and benefits package, • Hybrid working arrangement - 3 days in the office - 2 days from home, • Supportive, collaborative paraplanning team, • Structured career progression, including potential path to Financial Planner/Consultant