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Are you looking to hire a Paraplanner?



It’s like finding three needles in one haystack when you are working with three paraplanners who are all actively searching for a new employment opportunity.

Are you looking to hire a paraplanner; if so, perhaps one of these might be a good fit for your business?

Paraplanner A

  • Based in Bath
  • A part qualified Paraplanner.
  • Conduct product research.
  • Cash flow modelling.
  • Suitability report writing and portfolio/platform management.

Paraplanner B

  • Based in Bristol.
  • 4 years’ paraplanning experience.
  • Diploma in financial planning.
  • Carries out research and writes reports for Investment.
  • Pension and Protection advice.

Paraplanner C

  • Based in Cheltenham
  • An experienced Paraplanner with the Diploma in Financial planning.
  • Currently carries out product research and report writing for investment, pre and post retirement, trust planning and protection advice.
  • Also acts as client liaison when the advisor is out of the office.


Please contact Louise for more information via her details below. 


Louise Sheppard
Principal Consultant
Tel: 01275 81307


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