Paraplanner

3 weeks ago

Cheltenham, United Kingdom enable recruitment | B Corp™ Full time

We are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.


Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach. Our client is a local, family feel business with a national reach and as their ambitions grow, they remain committed to their main goal: continuously improving the service their clients receive.


What you’ll be doing:

  • As a paraplanner, you will support the advisers in researching, analysing and preparing financial plans and reports for clients.
  • Liaise with product providers, clients and other professionals to ensure a smooth and efficient service.
  • You will work within a close-knit team of paraplanners and administrators who are encouraged to challenge themselves in their development and support one another at all times.
  • You will have the opportunity to develop your skills and knowledge through ongoing training and development.
  • This is a permanent full-time job, office based in the center of Cheltenham.


What you’ll need to apply:

  • You have at least a level 4 diploma in financial planning or equivalent, but preferably you are chartered or studying towards level 6 chartered status.
  • You have at least two years of experience as a Paraplanner or a similar role in the financial services industry, including experience with but not limited to pension and investment advice, IHT planning and VCT/EIS products.
  • You have excellent communication and interpersonal skills, both written and verbal.
  • You have strong analytical and problem-solving skills, and you are able to work with complex and technical information.
  • You have a high level of attention to detail and accuracy, and you can work under pressure and meet deadlines.


What’s in it for you?

Along with a great opportunity to join a professional, directly authorised firm which has ambitious plans for growth over the next few years, you will also benefit from;

  • 25 days holiday plus bank holidays
  • A competitive bonus scheme
  • Modern and attractive Central Cheltenham office
  • Pension
  • Life insurance
  • Income protection
  • Private Medical Insurance
  • Ongoing professional training and development
  • 9.15-5pm Monday to Thursday and 9-1pm on Friday
  • Exam support and paid study leave.
  • Part of an Employee Ownership Trust (EOT) – always acting in the interest of their employees


What next?

If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you


Hit apply or contact Eloise directly

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