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