Montpellier Asset Management, based in Cheltenham, is seeking an experienced Paraplanner to join their team. The company offers services including Mortgage advice, Investment & Pension advice, Estate & Tax Planning, Equity Release advice, and Protection Advice. The ideal candidate will have at least 3 years of experience and will be joining a growing team.
Salary: £45,000 - £55,000, dependent on experience
Benefits: Pension contributions
Responsibilities & Skills:
1. Understanding of the Financial Planning process
2. Ability to work within defined business processes
3. Achieve outcomes independently
4. Prioritize and plan workload effectively
5. Attention to detail and accuracy
6. Excellent written and verbal interpersonal skills
7. Multitasking and prioritization skills
8. Proficient IT and writing skills
9. Ability to work independently and as part of a team
This position is based in our Cheltenham office, working 5 days a week.
Interested candidates should contact the recruiter or Claire Butler at Claire@montpellierasset.com with a CV for further details.
Additional Information
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
* Industry: Investment Management
#J-18808-Ljbffr