Paraplanner Wealth Reports & Research
Job in
Cheltenham, Gloucestershire, GL50, England, UK
Listed on 2026-01-15
Listing for:
Service Care Solutions
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A Financial Advisory firm is seeking an experienced Paraplanner in Cheltenham to support Wealth Managers and Financial Advisors. The successful candidate will be responsible for preparing high-quality client reports and conducting thorough research to ensure recommendations are accurate and compliant. A salary range of £40,000 to £60,000 is offered, along with a referral bonus of £250 for Preschool placements.
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