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.