At a Glance
- Tasks: Support a Senior Financial Adviser by preparing detailed suitability reports.
- Company: Join a reputable financial firm in Cheltenham with a supportive team.
- Benefits: Earn up to £40,000 a year with great perks and career growth.
- Other info: Dynamic work environment with opportunities for professional development.
- Why this job: Make a difference in clients' financial lives while developing your skills.
- Qualifications: Experience as a Paraplanner and strong analytical skills required.
The predicted salary is between 40000 - 40000 £ per year.
Experienced Paraplanner needed to provide technical support to a Senior Financial Adviser in Cheltenham, preparing suitability reports and handling complex financial planning needs.
Paraplanner - Up To £40,000 A Year employer: Accountancy Action
Join a dynamic and supportive team as a Banking / Finance Administrator, where your contributions will directly impact the financial health of the organisation. With a strong emphasis on employee growth, we offer robust training opportunities, flexible working arrangements, and a comprehensive benefits package including pension contributions and private healthcare. Our collaborative work culture fosters innovation and encourages you to thrive in a rewarding environment right in your local community.
We think you need these skills to ace Paraplanner - Up To £40,000 A Year
Technical Support
Suitability Reports
Complex Financial Planning
Financial Analysis
Attention to Detail
Communication Skills
Regulatory Knowledge
