Job Title: Paraplanner

Industry: Financial Planning

Location: Cheltenham

Salary: up to £55,000

Job Reference: 10235

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm near Cheltenham.

Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Paraplanner who can join the paraplanning team. There will be lots of opportunity to grow and learn as you will be part of an exceptionally experience team of paraplanners. If you are Chartered/more technical, then you can go into the office as little as one day of the week.

Duties:

• Support the technical paraplanners with suitability reports
• Support with product research post meeting
• Support with cashflow modelling
• Liaising with clients and product providers
• Adhering to strict FCA regulations and ensuring compliance regulations met

Benefits:

• Highly competitive salary of up to £55,000
• Discretionary bonus scheme
• Hybrid working (1 day a week in the office if Chartered)
• 6% pension contribution
• 25 days holiday
• Birthday off
• Buy and sell scheme
• Private medical insurance
• 4x DIS
• Progression opportunities available if interested
• Exam funding and support to continue qualifications

Skills and experience required:

• Level 4 Diploma, working towards may be considered
• Experience working in a Paraplanning position
• Strong knowledge of UK products