Financial Planning Assistant
2 weeks ago
£45,000 DOE (Depending on Experience)
A leading bespoke financial planning firm based in the South West is seeking an experienced Senior Paraplanning Professional to join their team. The ideal candidate will be based locally to Cheltenham or Hereford and have a Level 4 Diploma qualification or be nearing completion of it.
About the Role:This is a fantastic opportunity for a skilled paraplanner to work with high net-worth clients and focus on client longevity. As a key member of the team, you will play a crucial role in delivering exceptional service to clients.
The successful candidate will be responsible for preparing pre-approval documentation prior to report writing, utilising technology to produce accurate solutions for clients, providing timely and compliant suitability reports, and ensuring all advice documentation meets FCA guidelines.
Key Responsibilities:- Prepare and review complex financial plans and reports
- Collaborate with advisers to gather client information and develop tailored recommendations
- Utilise advanced software tools to analyse client data and identify opportunities for growth
- 25 days annual leave + bank holidays
- Hybrid working – Just 1 day/week at our office
- Discretionary bonus
- 6% pension contribution
- Wellbeing programme
- Death in service 4x gross salary
- Study support to Chartered qualification
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