Paraplanner
Paraplanner - Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process - including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan - they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday - plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more
detail
Required skills
- Financial Planning
- Paraplanning
- Project Management
- Structured Finance
- Tax Planning
Reference: 52905063
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