At a Glance
- Tasks: Provide technical support and research for financial advisers to achieve client goals.
- Company: Rapidly growing, independent Chartered financial planning firm with a commitment to quality advice.
- Benefits: Flexible working hours, competitive salary, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team making a real difference in clients' financial lives.
- Qualifications: Experience in paraplanning and strong research skills are essential.
The predicted salary is between 43000 - 50000 £ per year.
rockwealth is a rapidly growing, independent Chartered financial planning firm committed to helping individuals, families and business owners achieve their financial goals through high-quality, holistic advice.
We are looking for an experienced Paraplanner to join our team in Cheltenham, providing high-quality technical support and research to help our advisers deliver the best possible outcomes for clients.
Paraplanner — Research‑Driven Financial Planning (Flexible) in Cheltenham employer: rockwealth
At rockwealth, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that values professional growth and development. Located in the vibrant town of Cheltenham, our team enjoys flexible working arrangements and the opportunity to contribute to meaningful financial planning that truly impacts our clients' lives. Join us to be part of a dynamic firm where your expertise as a Paraplanner will be recognised and rewarded.
