Paraplanner

Job Title: Paraplanner

Location: Cheltenham

Contract: Full-time, Permanent

Salary: £45,000 - £50,000

Our client is a respected and growing financial services firm known for delivering personalised, high-quality advice and support. With a strong focus on integrity, collaboration, and client care, the team in Cheltenham is passionate about shaping positive financial outcomes for individuals and families. This is an excellent opportunity to join a dynamic environment where your skills and development are truly valued.

• Competitive salary with performance-based bonuses
• Opportunities for professional development and industry qualifications
• A collaborative, supportive team culture
• Health and wellbeing initiatives
• Generous holiday allowance and flexible working where possible

As a Paraplanner, you will work closely with Financial Advisers to support the delivery of tailored advice and exceptional client service. Your ability to combine technical knowledge with a proactive, detail-oriented approach will be central to your success in this role.

• Collaborate with Advisers to develop and document financial strategies
• Prepare clear and compliant suitability letters and reports
• Ensure client records and compliance documentation are accurate and up to date
• Liaise with providers to obtain technical information as part of the advice process
• Respond to client queries professionally and efficiently
• Support with administrative tasks when required
• Maintain and develop up-to-date technical knowledge through ongoing learning

Essential:

• Previous experience in a paraplanning or financial services support role
• Strong understanding of financial planning principles
• Excellent written and verbal communication skills
• Ability to manage workloads independently while contributing to team success
• Proficient in Microsoft Word, Excel, and Outlook

Desirable:

• Progress toward relevant financial qualifications (e.g., J01, J02, R04, IMC)
• Experience in drafting complex reports and supporting client relationships

If you're looking to take the next step in your career with a firm that values expertise, development, and collaboration, we'd love to hear from you. Please submit your CV detailing your relevant experience.

As a Disability Confident employer, Adecco is committed to providing an inclusive recruitment process. We welcome applications from individuals of all backgrounds and abilities. If you require any adjustments at any stage of the application process, please let us know - we're here to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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