Paraplanner

Paraplanner - £45,000 DOE – Hereford or Cheltenham – 1 day/week in office I'm currently partnered with a bespoke financial planning firm, who are looking for a Paraplanner to join their team in Cheltenham or Hereford. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.
Responsibilities: • Preparing pre-approval documentation prior to report writing
• Utilising all technology to produce accurate solutions for clients
• Providing accurate, timely and compliant suitability reports
• Ensuring all advice documentation is compliant according to FCA guidelines
• Working directly with the adviser to gather sufficient client information
Perks: • 25 days annual leave + bank holidays
• Hybrid working – Just 1 day/week at their office
• Discretionary bonus
• 6% pension contribution
• Wellbeing programme
• Death in service 4x gross salary
• Study support to Chartered
The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified or nearing completion of.
If this role sounds like it could be for you, and you would like some more information please send your CV to
Paraplanner - £45,000 DOE – Hereford or Cheltenham – 1 day/week in office