We are currently recruiting an experienced Paraplanner for a Chartered Financial Planning firm in Cheltenham.
Job description
The role includes but is not limited to:
- Obtaining and analysing information from providers
- Conducting technical research
- Creating accurate cash flow planning analysis in line with client objectives
- Preparation of suitability reports ensuring a high level of accuracy and care.
- Processing new business and monitor through to completion
The company operate a hybrid working model of 3 days in the office, 2 days at home.
The Candidate
Previous paraplanning experience and strong technical knowledge is essential. Candidates will ideally be diploma qualified or working towards.
The Package
- Salary up to £45k depending on experience and qualifications
- Discretionary quarterly performance bonus
- 25 days holiday + bank holidays + birthday off
- Study support for additional qualifications if desired
Contact: Karen Cummins
Job Reference: KC/86870
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.