Job Description Paraplanner Duration: Full time, Permanent, Hybrid, Part-Time We are working with a Chartered Independent Financial Adviser based in Gloucestershire who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events. Key Responsibilities for the Paraplanner: Assist financial planners in preparing financial plans, investment strategies, and recommendations. Conduct research on investment products, pensions, tax, and other financial matters. Analyse client data to support financial recommendations. Ensure that all work complies with regulatory requirements and company policies. Manage and track the progress of client cases and ensure timely delivery of financial plans. 2 days a week working from home ~25 days annual leave bank holidays ~ Company Bonus scheme ~ If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Paraplanner (Pensions) in Cheltenham employer: WEALTHLINK RECRUITMENT LTD
As a Chartered Financial Adviser in Birmingham, you will thrive in a dynamic work culture that prioritises collaboration and client-centric service. With a competitive salary, robust benefits package, and opportunities for professional growth, our firm is dedicated to supporting your career while ensuring you deliver exceptional financial planning strategies tailored to each client's unique needs. Join us to be part of a team that values long-term relationships and empowers you to make a meaningful impact in clients' lives.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
