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Permanent

Senior Paraplanner

Cheltenham
money-bag 55000.00-55000.00 Annual
3085437127
Posted Today

Senior Paraplanner - Cheltenham (Hybrid)Salary: £55,000 + benefitsA 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 RoleAs 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 mannerReviewing client files to understand objectives and identify key financial planning considerationsAnalysing existing pensions, investments and protection arrangementsUndertaking whole-of-market research across investments, pensions and protection productsInterpreting risk analysis and assessing the suitability of recommendationsProviding technical, research and administrative support to the advisory teamCommunicating effectively with Consultants and Client Support teams regarding reports and

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