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Date Added: Wed 19/06/2024

Paraplanner

Cheltenham, UK
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Company: CRANLEIGH PERSONNEL

Job Type: Permanent, FullTime

Salary: £35,000 - £45,000 per annum

Paraplanner - Diploma qualifiedLocation: CheltenhamSalary: up to £45,000 + Bonus

Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?

Do you feel that you are not using your technical skills as much as you should be?Would you like to work in a truly collaborative environment where you are part of the wholeprocess - including full research, bespoke reports and cash flow modelling?Do you enjoy working 1-1 with an Adviser?

If so, we can help

Company/Role Information:

  • Our client is an established independent IFA, based in Cheltenham
  • There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
  • This role is all about collaborating with the Adviser on each client's financial plan - they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here.
  • Please note this role is office based. Hours 9am-5pm, 25 days holiday - plus the chance to purchase additional days, quarterly bonus.

So, if you are looking for truly collaborative environment with the chance to be involved ininteresting cases/research, then please apply for the role and we can run through in moredetail

Apply Now