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Financial Planning Assistant

2 months ago

Cheltenham, Gloucestershire, United Kingdom enable Recruitment Full time
About the Role

We are seeking a skilled Paraplanner to support our advisers in researching, analysing and preparing financial plans and reports for clients. As a key member of our team, you will work in accordance with regulatory standards and best practices, and stay up-to-date with the latest changes and developments in the financial services industry.

Key Responsibilities:
  • Support advisers in researching, analysing and preparing financial plans and reports for clients
  • Work in accordance with regulatory standards and best practices
  • Stay up-to-date with the latest changes and developments in the financial services industry
  • Develop skills and knowledge through ongoing training and development
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
  • Modern and attractive office
  • Pension
  • Life insurance
  • Income protection
  • Private Medical Insurance
  • Ongoing professional training and development
  • Flexible working hours
  • 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.