Senior Paraplanner

IDEX Consulting; Cheltenham; Hybrid; GBP 52,000; Full time

Job summary

A respected independent financial advice business in Cheltenham is seeking a Paraplanner to support Senior Financial Advisers. The role involves delivering excellent client service and assisting with complex cases in investments, pensions, and tax planning. The ideal candidate should be diploma qualified or working towards Chartered status and possess solid paraplanning experience.

Benefits

Attractive annual bonus

25 days holiday trading

Life insurance - 4x base salary

Private medical insurance

Qualifications

• Solid paraplanning experience with a strong technical knowledge.
• Confident working closely with Advisers and clients.

Responsibilities

• Provide technical support to Senior Financial Advisers.
• Deliver outstanding client service.
• Get involved in complex cases covering investments, pensions, and tax planning.

Skills

Excellent report writing skills

Strong technical knowledge

Research skills

Detail-oriented

Proactive

Education

Diploma qualified or working towards Chartered status

Job description

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team.
You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.

What's on offer:

• Hybrid working
• Salary £52,000 (depending on experience)
• Attractive annual bonus
• 25 days annual leave/holiday trading (buy/sell)
• Life insurance - 4x base salary
• Private medical insurance

What we're looking for:

• Diploma qualified or working towards Chartered status
• Solid paraplanning experience, with strong technical knowledge
• Excellent report writing and research skills
• Proactive, detail-oriented and confident working closely with Advisers and clients

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service.
If you're ready to take the next step in your paraplanning career, apply today via [e-mail]

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.