Our client is recognised as one of the most prolific and highly regarded financial planning businesses in the UK, they are an award winning company that provide holistic financial planning services to clients throughout the country.
Their requirement is for an experienced Paraplanner to join their team in Cheltenham. The role will be to work with the firms Senior Financial Planners and will include - managing new and existing relationships and ensuring that all research and necessary reports are completed on a timely basis plus much more.
The client is looking for a Diploma qualified Paraplanner that ideally has more than two years market experience in a similar position. In return, my client can offer a highly competitive basic salary + bonus and excellent company benefits.
You will be provided support for all market exams and will be given opportunities to further progress within the business.