Financial Planning Assistant

7 days ago


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

Financial Planning Opportunity

**About the Role**

We are seeking a skilled Paraplanner to join our team at enable recruitment | B Corp®. As a Paraplanner, you will play a vital role in supporting our advisers in researching, analyzing, and preparing financial plans and reports for clients.

**Key Responsibilities**

* Assist in researching and analyzing financial data to inform client plans
* Prepare and present financial reports and plans to clients and advisers
* Develop and maintain knowledge of financial products and services
* Collaborate with the team to deliver high-quality client service

**Requirements**

* Level 4 diploma in financial planning or equivalent
* At least two years of experience as a Paraplanner or similar role in the financial services industry
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills

**What We Offer**

* Competitive salary and bonus scheme
* Ongoing professional training and development
* Modern and attractive office space in Central Cheltenham
* Pension, life insurance, and private medical insurance
* Flexible working hours and exam support

**Join Our Team**

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.



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