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International Wealth & Investment Management Firm
Location: Cheltenham (Hybrid Working Available)
Salary: Up to 50,000 (Negotiable Depending on Experience) + Comprehensive Benefits
An excellent opportunity has arisen for an experienced Paraplanner to join a leading international wealth and investment management firm in a permanent position. This role offers a competitive salary, hybrid working, and access to an exceptional benefits package.
Role Overview:
The successful candidate will play a key role in supporting Financial Planners and Advisers, ensuring the efficient processing of both new and existing business.
Responsibilities will include:
- Providing technical and administrative support to Financial Planners and Advisers
- Preparing comprehensive financial plans, reports, and recommendations
- Conducting research and analysis to develop tailored financial solutions
- Ensuring compliance with FCA regulations and internal policies
- Assisting in the preparation and delivery of client meetings and reviews
- Liaising with internal teams to maintain high service standards
Candidate Requirements:
The ideal candidate will possess:
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Strong analytical and problem-solving skills
- Excellent written and verbal communication abilities
- A high level of accuracy, attention to detail, and the ability to meet deadlines
- The ability to work both independently and collaboratively within a team
- Previous experience in a Paraplanning role within wealth management
Benefits & Remuneration:
- Salary: Up to 50,000 (dependent on experience)
- Hybrid working model - flexibility to work remotely
- Comprehensive benefits package, including:
- Private medical insurance
- Group income protection
- Generous pension contributions
- Employee assistance programme
- Health assessments
- Season ticket loan, cycle-to-work scheme, and more
This position presents an outstanding opportunity for an accomplished Paraplanner to join a prestigious organisation, gaining valuable experience within a dynamic and professional environment.
