Are you an experienced Paraplanner
Juice Recruitment are delighted to be supporting a fantastic organisation, with their search for an experienced Paraplanner for a established and professional company based in the Cheltenham area
DAY TO DAY:
Prepare, complete and deliver reports, cashflow planning and annual reviews for clients to a high professional standard, including collating and providing the relevant information
Provide high-level administrative support to branch wealth managers/financial advisors and work closely and communicate clearly with the general branch administration support
Assist the Wealth managers in assessing and researching investment funds for client portfolios
Attending client meetings and communicate with clients
Supporting with compliance checks
EXPERIENCE REQUIRED:
Finical planning qualification is essential
Studying towards your CISI is desirable but not essential
Previous paraplanner experience is desirable
Excellent attention to detail and communication skills
If you are a paraplanner or a trainee paraplanner looking for your next challenge, Please do get in touch!
Salary: up to £50,000 per annum depending on experience