Financial Planning Assistant

17 hours ago

Cheltenham, Gloucestershire, United Kingdom enable recruitment | B Corp™ Full time
Financial Paraplanner Job Opportunity

We are excited to partner with a thriving and ambitious Independent Financial Planning firm based in Cheltenham to find a talented Financial Paraplanner to join their team.

This firm has over 15 years of experience providing top-tier financial services to individuals and businesses, and they are looking to expand their team as they continue their growth journey.

As a Financial Paraplanner, you will play a crucial role in supporting 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, and work in a dynamic and culture-focused firm that prioritizes the well-being of its employees.

Key Responsibilities:
  • Support advisers in researching and analysing financial plans and reports for clients
  • Prepare and present financial plans and reports to clients
  • Develop and maintain relationships with clients
  • Contribute to the development of new business opportunities
Requirements:
  • At least a level 4 diploma in financial planning or equivalent
  • At least two years of experience as a Paraplanner or a similar role in the financial services industry
  • Experience with pension and investment advice, IHT planning, and VCT/EIS products
What We Offer:
  • A competitive salary and bonus scheme
  • A modern and attractive Central Cheltenham office
  • Pension and life insurance
  • Private medical insurance
  • Ongoing professional training and development
  • 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.

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