modern approach

traditional values


Location: Cheltenham, Gloucestershire

Salary: £35,000 - £45,000

Type: Permanent

Category: Paraplanning

Ref: SW/2430

Are you a high-level Paraplanner who would love to work from home whilst closely supporting the owner of a successful, financial planning business?

If so, this is a great chance for you to get involved with some very interesting client-work and add value using both your technical skills and your desire to take part in client-meetings as well as carrying out the follow-up work.  

We’re looking for an experienced Paraplanner who is able to quickly make an impact to the overall business, you’ll be comfortable handling more complex issues and ideally be working towards Chartered and or Certified status.

Exciting development plans are in place where the business will develop in a genuinely different and interesting area of financial planning - they believe they can do a lot more, things that ‘push the envelope’ and will help further add to the positive difference they believe they make to their clients.

This successful true Financial Planning firm, with offices in Cheltenham & London, stand out from other firms in that they:

  • Have no interest in playing the ‘numbers game’, hoovering up clients just to help turnover
  • Work only with a select number of clients, which means they have plenty of time available to spend with each of them
  • Provide financial planning advice to clients whose circumstances are really interesting and challenge them to provide bespoke solutions; their typical client is not an average client and they are all most certainly not a number.

This is largely a home-based role, giving you less wasted journey/commute time and more flexibility; however, some travel will be involved accompanying the Financial Planner on client meetings; clients are situated around the South East, Midlands and the Cotswolds.

Key facts:

Full time plus option for flexible hours to ensure good work-life balance

No daily commute; home-based position

Salary: £35,000-£45,000

25 Days holiday pro-rata

3% Employer pension contribution

Private Medical Care


Next steps:

If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 962 5005; we can then discuss this is more detail and ascertain if you’d like to be presented for the opportunity. 

All applications are read thoroughly; if you don’t receive a response within 2-3 working days it will be because on this occasion your application hasn’t been successful. The only reason you’ll be deemed unsuccessful will be due to you not having the key experience or the right level of professional qualifications for the position.

By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice


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To Jess and the team. Thank you very much. Your service is friendly, professional, committed and reliable. Sandringham Wood are the best recruitment company in this sector. Best wishes & thanks.

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