Trainee or Qualified Paraplanner - hybrid after probation

Paraplanner Cheltenham Office-Based During Probation Hybrid Working (2 Days from Home After Probation) Salary: Competitive, dependent on experience Are you a Trainee or qualified Paraplanner looking for a role where you can genuinely develop your technical expertise, work on a wide variety of client cases and be part of a supportive, forward-thinking financial planning firm? Whether you''re an aspiring junior paraplanner looking to take the next step in your career or an experienced Senior Paraplanner seeking greater responsibility and long-term progression, we''d love to hear from you. This is an excellent opportunity to join a growing and ambitious financial planning practice in Cheltenham, working alongside experienced Advisers, Paraplanners and Administrators to deliver outstanding outcomes for clients. The Opportunity You''ll play a key role in supporting Financial Planners with research, analysis and report writing across a broad range of financial planning areas, including pensions, investments, protection and retirement planning. Unlike many paraplanning roles, you''ll be involved throughout the entire advice process, giving you greater exposure to client strategies and technical financial planning. For ambitious individuals, there is a genuine long-term progression pathway, including the opportunity to develop towards a Financial Adviser role. Key Responsibilities Conduct technical research and analyse client circumstances Prepare suitability reports and ..... full job details .....