Mbf are working with a very successful Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner. Our client is well established and have an excellent reputation, they are a growing business that have managed to maintain their friendly company feel.
They are now seeking to recruit a Level 4 qualified individual. This position will be responsible for supporting the companies Directors & successful IFAs, this will be a vital part of the team and you will have a genuine impact in the advice process.
The ideal candidate will have:
- Strong technical knowledge of financial planning and investment products
- Excellent research and analytical skills
- Ability to communicate complex financial information to clients and colleagues in a clear and concise manner
- Attention to detail and ability to work to tight deadlines
- Advanced experience with financial planning software
- Strong organizational and time management skills
Responsibilities:
- Supporting financial advisors with research, analysis and report writing
- Preparation of financial plans, investment reports and suitability letters
- Liaising with clients, product providers and other professionals as required
- Maintaining accurate records and ensuring all files are kept up to date
- Staying up to date with industry regulations and market changes
In return the client is offering:
- Basic salary to £45,000
- Bonus
- Good holiday entitlement
- Hybrid working split between office & home
- Additional benefits including: pension, death in service etc
Sector:
- Financial Services
- Financial Planning
