Free cookie consent management tool by TermsFeed Paraplanner - Home Based in Cheltenham | MBF

Paraplanner - Home Based

  • Cheltenham
  • Permanent
  • £44,000 - £48,000 + Bonus & Benefits

Job details.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

similar jobs.

Paraplanner - Hybrid Working

  • Bath
  • £35,000 - £45,000 + Bonus & Benefits

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and ...

Administrator

  • Bath
  • £20,000 - £25,000 + Bonus & Benefits

Salary: Up to £25,000 (Basic) + Discretionary Bonus Benefits: 25 days holiday + bank holidays, Group Life Assurance, Pension, Private Medical Insurance, Income Protection, Full Exam Support Are yo...

IFA Administrator

  • Guildford
  • £30,000 - £35,000 + Bonus & Benefits

Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seek...

Head of Administration – Financial Planning

  • Cheltenham
  • £35,000 - £45,000 + Bonus & Benefits

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prest...

Head of Administration - Financial Planning

  • Cheltenham
  • £35,000 - £45,000 + Bonus & Benefits

Head of Administration - Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prest...

Junior Paraplanner

  • Bristol
  • £30,000 - £40,000 + Bonus & Benefits

We are working with a highly regarded and fast-growing Financial Planning organisation in the centre of Bristol to recruit a Junior Paraplanner. Our client is dedicated to providing first class financ...

Digital Transformation and Advice Quality Manager

  • Fareham
  • £50,000 - £60,000 + Bonus & Benefits

We are working with an award-winning, national financial planning and investment management business that is transforming the way advice is delivered to clients. This innovative and client-focused com...

Junior Paraplanner

  • Cardiff
  • £25,000 - £35,000 + Bonus & Benefits

We are working with a very successful and fully independent Financial Planning practice in Cardiff to recruit a motivated Junior Paraplanner. Our client is an established name in the industry who ...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...