Location
Cheltenham
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref86408
Recruiter Managing This Role
Paraplanner
Up to £45,000
Hereford
Responsibilities
1. Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements
2. Obtaining and analysing technical information from providers
3. Conducting technical research and interpreting the results
4. Creating accurate cash flow planning analysis in line with client objectives
5. Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary
6. Processing new business and monitor through to completion
Requirements
7. Diploma qualified
8. Prior experience as a Paraplanner
9. Excellent technical knowledge across a wide range of areas
10. Exceptional organisational skills and able to work well under pressure
11. Excellent communication skills, both written and verbally
Benefits
12. 25 days holiday + bank holidays
13. Well being program available
14. Further study support
15. Discretionary performance linked quarterly bonus
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