Technical Paraplanner - Cheltenham - Up to £65,000 Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs. Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact? This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development. Salary up to £65,000 (depending on experience) Working closely with a high-performing team of Financial Advisers, you''ll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning. As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million. Key responsibilities: Produce accurate and comprehensive Suitability Reports for a range of financial planning areas Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning Support Advisers in delivering bespoke ..... full job details .....