Senior Paraplanner

Paraplanner

Location:

Cheltenham

Salary:
Up to £55,000

Duration:
Full time, Permanent, Hybrid, Part-Time

We are working with a Chartered Independent Financial Adviser based in Gloucestershire who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

• Salary of up to £55,000
• 2 days a week working from home
• 25 days annual leave bank holidays
• Company Bonus scheme
• Study support to Chartered Status

Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management