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Senior Paraplanner - £60,000 DOE – Cheltenham – 1 day/week in office
I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country and specialises in working with high net-worth clients to deliver a premium service.
This is a rare opportunity to work alongside the Managing Director, providing support to their most complex and high-net-worth clients. The role offers significant flexibility and autonomy in managing your responsibilities. We're looking for a highly experienced and technically proficient professional to thrive in this position.
Responsibilities:
• Preparing pre-approval documentation prior to report writing
• Utilising all technology to produce accurate solutions for clients
• Providing accurate, timely and compliant suitability reports
• Ensuring all advice documentation is compliant according to FCA guidelines
• Working directly with the adviser to gather sufficient client information
• 25 days annual leave + bank holidays
• Hybrid working – Just 1 day/week at their office
• Discretionary bonus
• Death in service 4x gross salary
• Study support to Chartered
The successful candidate will need to be relatively local to Cheltenham and be Level 4 Diploma qualified but preferably Chartered.
If this role sounds like it could be for you, and you would like some more information please send your CV to [emailprotected]
Senior Paraplanner - £60,000 DOE – Cheltenham – 1 day/week in office
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