Chartered Paraplanner
3 days ago
Position
: Chartered Paraplanner - Full Time
Salary guide:
£50-60k
Reporting to:
Directors
Location: Cheltenham
– mix of office and home working
We're looking for an experienced Chartered Paraplanner to lead our paraplanning team in Cheltenham.
The successful candidate will have experience of writing technical reports for high net worth clients with complex planning requirements. They will be a self starter and enjoy the responsibility of a senior position in our team with the freedom to contribute and lead.
Flexible working is an option, although we would expect you to work from our office in Cheltenham at least three days a week. We will also consider applicants who require core working hours to match childcare or other requirements.
Knowledge, Experience and Skills
- Having experience in working with and being able to interpret cash flow models would be preferential.
- The prospect of building a wider Paraplanning team around you will be appealing.
- You will understand current regulations and how they apply to clients.
- Strong research skills and detailed knowledge of pension, investment and protection products is essential.
Package
• £50-60k Salary dependent on experience.
• 5% Pension
• 25 days holiday
• Private Medical Insurance
Please send your CV and introductory email to -
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