Paraplanner – Diploma qualified

Location: Cheltenham

Salary: up to £45,000 + Bonus


Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?


Do you feel that you are not using your technical skills as much as you should be?

Would you like to work in a truly collaborative environment where you are part of the whole

process – including full research, bespoke reports and cash flow modelling?

Do you enjoy working 1-1 with an Adviser?


If so, we can help

Company/Role Information:

  • Our client is an established independent IFA, based in Cheltenham
  • There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
  • This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
  • Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.


So, if you are looking for truly collaborative environment with the chance to be involved in

interesting cases/research, then please apply for the role and we can run through in more detail