Paraplanner

We are delighted to be working with a highly respected, chartered independent financial planning practice based in Cheltenham, who are looking to appoint an additional Paraplanner (Level 4 qualified) to join their growing team.This is a boutique firm with an outstanding reputation in the market, known for delivering exceptional financial planning advice and maintaining long-term client relationships. Despite their size, they are highly successful, well established and widely regarded as one of the leading practices in the region.The RoleYou will join a close-knit and collaborative team, providing high-quality technical paraplanning support to a team of experienced Financial Planners. This is a key role within the business, ensuring the delivery of accurate, compliant, and tailored financial planning solutions for clients.Working closely with advisers, you will be involved in complex casework and will have genuine input into the advice process, within a supportive and professional environment.Key ResponsibilitiesProduction of detailed, compliant suitability reportsTechnical research across pensions, investments, tax and protectionSupporting advisers with complex client cases and strategy workLiaising with providers, advisers, and internal teamsEnsuring all advice and documentation meets regulatory standardsContributing to an efficient and high-quality paraplanning functionAbout YouLevel 4 Diploma in Financial Planning (essential)Experience in a Paraplanner role within an ..... full job details .....