Back to jobs


Job description

We are partnered with a financial planning firm who are looking to hire a Technical Paraplanner into their Cheltenham office on a hybrid working basis - 3 days in the office and 2 from home.

This is a business that deals with complex Paraplanning cases within Investments and Pension products so the ideal individual will have whole of market experience.

Individuals must have the Diploma or very close to obtaining and experience as a Paraplanner.

The firm currently have two trainee financial planners, so if you are someone that has the desires to move into financial planning this firm will help support you to achieve this career pathway.

This is a varied role where you will be working directly with the financial planners, Paraplanners, Admin staff within a pod structure. The client would love to see someone join the business who is good at encouraging, supportive and has a nurturing personality for the members within the trainee paraplanning team.

This role offers the following:

  • Competitive Salary
  • Discretionary Bonus
  • Exam support
  • Career development
  • 25 days holiday + bank holiday
  • X4 DIS
  • 6% Pension employer / Employee

This will be a two stage interview process.

This client are really working hard to widen participation and grow the numbers of diverse talent into the profession. For more information on this Technnical Paraplanning role in Cheltenham please click apply!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.