FM JOBS LIMITED in Cheltenham, Gloucestershire, is seeking an experienced Paraplanner to provide technical paraplanning support to a Senior financial adviser. You will prepare suitability reports and recommendations for clients with complex needs, allowing the adviser to focus on client relationships.
The role involves researching investment, pension and protection solutions, liaising with providers, and staying up to date with regulatory changes.
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Elite Paraplanner for High-Asset Clients | Cheltenham employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
