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Financial Planning Assistant
2 months ago
Financial Planning and Advice
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We are excited to partner with a dynamic and ambitious Independent Financial Planning firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
**Key Responsibilities:**
* Support financial advisers in researching, analysing and preparing financial plans and reports for clients.
* Develop skills and knowledge through ongoing training and development.
* Work in a permanent, full-time office-based role in the centre of Cheltenham.
* Possess a level 4 diploma in financial planning or equivalent, with chartered or level 6 chartered status preferred.
* Have at least two years of experience as a Paraplanner or similar role in the financial services industry, including experience with pension and investment advice, IHT planning and VCT/EIS products.
* Enjoy a competitive bonus scheme, 25 days holiday plus bank holidays, and a range of benefits including pension, life insurance, income protection, private medical insurance, and ongoing professional training and development.
* Work a standard Monday to Thursday 9.15-5pm and Friday 9-1pm schedule, with exam support and paid study leave.
