Paraplanner

Heat Recruitment

Posted 21 hours ago, valid for 7 days

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

The position is for an experienced Paraplanner based in Cheltenham, offering a salary of up to £45,000.
The firm specializes in high-quality financial planning and investment management services.
They are looking for a Paraplanner to support their successful Financial Planners during a period of expansion.
The role can be tailored to fit individual skillsets, allowing for a customized opportunity.
Candidates will prepare suitability letters, reports, and provide technical support, while working in a team-focused environment.

ParaplannerCheltenhamup to £45,000The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our partner is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

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