Senior Paraplanner - Home Working

  • Location

    Cheltenham, Gloucestershire

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £55000 per annum + Bonus and excellent company benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2860_1630487677

  • Published:

    20 days ago

  • Expiry date:

    2021-10-01

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

An award winning Chartered Financial Planning practice based on the outskirts of Cheltenham are seeking to recruit a Senior Paraplanner to join their team. The organisation is very well known, they are a market leader who provide holistic financial planning advice to clients across the UK.

Due to expansion, they now have the requirement for an additional Paraplanner. This role will be a senior position and the successful individual will focus technical Paraplanning, you will be working very closely with Financial Planners and clients on a daily basis. You will be supported by the firms existing Paraplanners and team of experienced Administrators.

Some of the duties involved in this role will be:

  • Liaising with UHNW clients
  • Provide annual/half-yearly portfolio reviews
  • Preparing recommendations & writing financial planning reports

To be considered you must have previous experience working as a Paraplanner, a few years as a Paraplanner is the minimum. You will also need to be Diploma qualified as a minimum.

The client is happy for the successful individual to work from home; however, you will be expected to attend biweekly meetings in Gloucestershire.

This is an excellent opportunity to join a market leader where you will be a senior member of the team. The client is offering a competitive basic salary to £55,000 + bonus and company benefits.