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Permanent

Paraplanner - Hybrid working

Cheltenham
money-bag 48000.00-48000.00 Annual
3139399655
Posted 2 days ago

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment.This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients.Key Responsibilities:Prepare detailed financial planning reports and recommendations across a wide range of advice areasWork closely with Financial Planners to develop bespoke solutions for both new and existing clientsAct as a key point of contact for clients, delivering a high level of serviceLiaise directly with high-net-worth and ultra-high-net-worth individualsSupport the wider team with technical expertise on new business and ongoing servicingProduce research, analysis and client-friendly documentation to support recommendationsEnsure all work is completed in line with compliance and regulatory requirementsRequirements:Proven experience in a Paraplanning role Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirableStrong technical knowledge ..... full job details .....

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