Senior Paraplanner in Gloucester

Principal Consultant role at Recruit UK

Recruit UK is working with an excited opportunity for a Chartered Paraplanner to join a Financial Planning firm near Cheltenham.

Our client is a Chartered Independent Financial Planning firm who specialise in supporting HNW and UHNW clients across the UK. As their adviser base continues to grow, they are looking to bring on a Senior Paraplanning who can be the go-to for technical and complex reports/clients.

Benefits

• Highly competitive salary of up to £60,000
• Discretionary bonus scheme
• Remote working predominately, with one day a week in the office
• Full travel expenses covered for any office days
• 25 days holiday
• Birthday off
• Buy and sell scheme
• Private medical insurance
• 4x DIS
• Progression opportunities available if interested

Skills and experience required

• 5+ years experience in Paraplanning
• Good technical experience and knowledge
• Level 4 Diploma minimum, working towards or complete Level 6 ideal
• Strong knowledge of UK products and FCA regulations
• Ability to work remotely, with a home office set up

Seniority level

Associate

Employment type

Full-time

Job function

Finance