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Paraplanner (Pensions Management)

2 months ago

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.
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.

As a paraplanner, you will support the advisers in researching, analysing and preparing financial plans and reports for clients.
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.

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.
25 days holiday plus bank holidays
~ A competitive bonus scheme
~ Modern and attractive Central Cheltenham office
~ Pension
~ Life insurance
~ Private Medical Insurance
~ Ongoing professional training and development
~15-5pm Monday to Thursday and 9-1pm on Friday
~ Exam support and paid study leave.
~ 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