Financial Planning Assistant
7 days ago
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, this firm is looking to expand its team as they continue their growth journey.
About the Role:
- Support the advisers in researching, analysing and preparing financial plans and reports for clients.
- Develop your skills and knowledge through ongoing training and development.
- Work in a modern and attractive Central Cheltenham office.
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:
- 25 days holiday plus bank holidays.
- A competitive bonus scheme.
- Pension.
- Life insurance.
- Private Medical Insurance.
- Ongoing professional training and development.
- Exam support and paid study leave.
Working Hours: 15-5pm Monday to Thursday and 9-1pm on Friday.
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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