Financial Planning Assistant

7 days ago


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

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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