Paraplanner - Firm of Accountants with ref. WL-19022

Paraplanner / Senior Paraplanner – Cheltenham
Chartered Accountants | Financial Planning | IFA

Our client, a well-established firm of Chartered Accountants and Financial Planners in Cheltenham, is recruiting for an experienced Paraplanner to join their growing Financial Planning team. This opportunity is suitable for both Paraplanners and Senior Paraplanners, depending on experience.

The successful candidate will provide a high-quality, client-focused paraplanning service, supporting Consultants with technical advice, suitability reporting and financial planning research. The role offers exposure to complex planning work and, at Senior level, the opportunity to mentor junior team members and influence best practice across the business.

Key Responsibilities
Produce clear, accurate and compliant suitability reports within agreed deadlines
Review client files to gain a detailed understanding of client objectives, needs and circumstances
Identify and discuss key financial planning issues with the Consultant prior to report drafting
Analyse and evaluate existing investments, pensions and financial arrangements
Interpret risk profiling and attitude to risk and assess suitability of advice provided
Additional Responsibilities (Senior Paraplanner Level)
Review and quality-check suitability reports produced by other Paraplanners
Check and validate complex technical calculations
Mentor and support Trainee and Junior Paraplanners
Assist with complex cashflow modelling and advanced financial planning cases
Contribute to business-wide projects to improve efficiency, advice quality and client outcomes

Skills, Experience & Qualifications
Diploma qualified (or equivalent)
Previous experience within an IFA / Financial Planning environment
Proven experience writing technical suitability reports
Strong working knowledge of research tools such as Financial Express Analytics and Iress The Exchange

Desirable
Chartered status or working towards Chartered
Minimum of three years’ experience in a technical Paraplanner role
Experience mentoring or supervising Paraplanners
Strong presentation, communication and stakeholder-management skills
For more information on this Paraplanner / Senior Paraplanner job in Cheltenham, please contact:

Will Langdon – Clark Wood
📧 will@clark-wood.co.uk

📞 07920 557121

#CWWL