Paraplanner Job in Cheltenham, Gloucestershire

Paraplanner Job in Cheltenham, Gloucestershire. Apply for the latest Cheltenham, Gloucestershire jobs in Accounting/Financial/Insurance.

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Paraplanner Job in Cheltenham, Gloucestershire

Job Description
This Paraplanner job in Cheltenham will be supporting a Senior Financal Advisor in this growing financial advisory firm

As a Paraplanner, your responsibilities will include reviewing the client information, undertaking analysis of appropriate financial planning solutions and preparing recommendations for the Financial Advisor to present to the client.

Paraplanner Requirements

* You should have experience of paraplanning duties

* You should be Level 4 Diploma qualified in Financial Planning (or equivalent)

The Company

Our client company, is a highly successful and well-established financial services firm of 25+ years that has grown through retained profits, with no debt. They have developed 5 regional offices and are keen to continue building their team. There is excellent camaraderie between the team with regular charitable team events and annual overseas convention.

Paraplanner Benefits

* Salary of up to £40,000 plus annual bonus

* Hybrid working available, with 3 days in the office and 2 days at home

* 24 days holiday plus bank holidays increasing by 1 day per year up to 30, 3x DIS and workplace pension

* 37.5 hours per week

* Part of an excellent team environment

Locations

Cheltenham

Call us now on (phone number removed) or click Apply

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Paraplanner
Job Type: Permanent, Full Time
Location: Cheltenham, Gloucestershire
Category: Accounting/Financial/Insurance
City: Cheltenham
County: Gloucestershire
Country: United Kingdom
Salary: £40000/annum plus annual bonus
Benefits: plus annual bonus

Paraplanner Job in Cheltenham, Gloucestershire

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