Cheltenham

Recruiter Managing This Role

Senior Paraplanner

Cheltenham, hybrid (2 days office / 3 days home)

Salary up to £55,000, plus bonus 

Are you an experienced Senior Paraplanner looking for your next step with a high quality, values led financial planning firm?

Were supporting a highly regarded financial planning practice in Cheltenham that is looking to appoint a technically strong and ambitious Senior Paraplanner. Youll work closely with a Senior Adviser managing high-net-worth clients, giving you exposure to complex, interesting cases without the pressure of business development.

The firm has a genuinely inclusive, fun and supportive culture, with clear investment in professional development. For those who want it, there is a defined pathway into an advisory role through a structured transition programme.

The Role ...