modern approach

traditional values


Paraplannner

Location: Cheltenham, Gloucestershire

Salary: £30,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2393

How would you like to work as a Paraplanner, within a great collaborative team, offering good progression opportunities based in Cheltenham?

Would you like to join a progressive, national financial planning business where your experience will be recognised, where you’ll add serious value to the overall client proposition and be rewarded accordingly?

Following a successful period of growth and the promotion of 2 paraplanners to advisory roles; a new Paraplanner is sought for this fantastic team.

As part of a centralised paraplanning team, you will work proactively with financial planners, compliance and product providers to help design and deliver first class client-centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.

As part of a fully integrated financial services firm, you will be working alongside internal investment managers, product experts and technical advisers. Using their cutting edge back office system you will also assist their dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.

For an experienced Level 4 qualified Paraplanner, this will be a great place to expand your skills while working alongside an experienced team that directly contribute and make a positive impact on the delivery of holistic financial advice.

If you’re a Paraplanner who has gained relevant experience within either an independent or restricted environment then we’d like to hear from you - please get in touch for a confidential chat to find out more.

Key facts:

The company is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, they manage almost £9 billion of client assets from 13 offices across the UK, employing c.500 professionals.

Salary range: £30,000 - £40,000 dependent on experience and professional qualifications, with higher potential for candidates holding Chartered Status (AF3 and AF7 is highly desirable).

Flexibility: While the role is full time and office based, there is flexibility around working hours and home working options to suit your needs

Annual bonus

Benefits include 3% non-contributory pension, 4 X death in Service, group income protection, childcare vouchers, and 25 days holiday

Next steps:

If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful.

blog icon

Our latest blog...

Let’s Trash the Bashing and focus on what we do well. You in?

Let’s Trash the Bashing and focus on what we do well. You in?

Jessica Wood
14 March 2016

Fundamentally, recruitment is a ‘people-business’ and we don’t forget that it’s people that make a business. So, when I see the amount of vitriol aimed at recruiters on sites like LinkedIn it does sadden me. I don’t know of many other industries where so much ‘hate’ appears to be expressed so publicly. There is good and bad, I’m sure, in every industry. You’ve got...

read more >>

Follow us on Twitter

Latest tweets

Follow us: @SandringhamWd

What others say...

Sandringham Wood have to be the best recruitment company that I have used, Tanya was always at the end of the phone if needed and kept me up to date with what was happening regarding the role I was going for, she was with me every step...


Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood is a member of the Recruitment and Employment Confederation

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

© Sandringham Wood Recruitment Ltd 2015 - 2017

Website design by Ammatti