Senior Paraplanner

This is an exciting opportunity for a Senior Paraplanner to join a well-regarded professional Finance services team in Cheltenham. The role requires a detail-oriented individual to provide high-quality support within the legal department.

Client Details

Our client is a respected organisation within the professional services industry, known for its commitment to excellence. They are a medium-sized firm offering comprehensive services and support to their clients.

Description

Prepare detailed and accurate reports for clients in collaboration with advisors.
Conduct research and analyse financial information to support client solutions.
Ensure compliance with regulatory and legal requirements in all documentation.
Assist in preparing and updating financial plans and investment reviews.
Maintain client records and manage relevant documentation effectively.
Provide technical support to advisors and other team members.
Ensure timely and accurate completion of administrative tasks.
Contribute to the development and improvement of internal processes.

Profile

A successful Senior Paraplanner should have:

Strong knowledge of financial and legal processes within professional services.
A relevant qualification in financial planning or paraplanning.
Excellent analytical and problem-solving skills.
Proficiency in using financial software and tools.
Attention to detail and the ability to manage multiple tasks effectively.
Strong communication skills, both written and verbal.

Job Offer

Competitive salary ranging from £45,000 to £55,000 per annum.
Generous holiday entitlement to support work-life balance.
Permanent position in a professional and supportive environment.
Opportunity to work with a respected organisation in Cheltenham.
Engaging role within the professional services industry.

If you are ready to take the next step in your career as a Senior Paraplanner, apply now to join this exceptional team in Cheltenham