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Paraplanner
Job Posted: 3 days ago
Salary: £ 45,000 - 55,000 / Annum
Job Type: Permanent
Location: Cheltenham, Gloucestershire
Expire in: 25 days
Job Description
Job Title: Paraplanner
Location: Cheltenham
Contract: Full-time, Permanent
Salary: £45,000 - £50,000
About the Company
Our client is a respected and growing financial services firm known for delivering personalised, high-quality advice and support. With a strong focus on integrity, collaboration, and client care, the team in Cheltenham is passionate about shaping positive financial outcomes for individuals and families. This is an excellent opportunity to join a dynamic environment where your skills and development are truly valued.
What's on Offer
Competitive salary with performance-based bonuses
Opportunities for professional development and industry qualifications
A collaborative, supportive team culture
Health and wellbeing initiatives
Generous holiday allowance and flexible working where possible
Role Overview
As a Paraplanner, you will work closely with Financial Advisers to support the delivery of tailored advice and exceptional client service. Your ability to combine technical knowledge with a proactive, detail-oriented approach will be central to your success in this role.
Key Responsibilities
Collaborate with Advisers to develop and document financial strategies
Prepare clear and compliant suitability letters and reports
Ensure client records and compliance documentation are accurate and up to date
Liaise with providers to obtain technical information as part of the advice process
Respond to client queries professionally and efficiently
Support with administrative tasks when required
Maintain and develop up-to-date technical knowledge through ongoing learning
About You
Essential:
Previous experience in a paraplanning or financial services support role
Strong understanding of financial planning principles
Excellent written and verbal communication skills
Ability to manage workloads independently while contributing to team success
Proficient in Microsoft Word, Excel, and OutlookDesirable:
Progress toward relevant financial qualifications (e.g., J01, J02, R04, IMC)
Experience in drafting complex reports and supporting client relationships
How to Apply
If you're looking to take the next step in your career with a firm that values expertise, development, and collaboration, we'd love to hear from you. Please submit your CV detailing your relevant experience.
As a Disability Confident employer, Adecco is committed to providing an inclusive recruitment process. We welcome applications from individuals of all backgrounds and abilities. If you require any adjustments at any stage of the application process, please let us know - we're here to support you.
Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Cheltenham, Gloucestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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