Financial Paraplanner - Cheltenham, Gloucestershire, United Kingdom - mbf

Description

Mbf are working with a boutique firm of Independent Financial Advisers in Cheltenham to recruit an experienced Paraplanner.

Our client is a very successful business who provide holistic financial services to an established portfolio of clients, with a strong commitment to placing clients at the heart of everything they do, our client prides itself on delivering tailored financial solutions and building long-lasting client relationships.

Our client is looking to recruit an experienced Paraplanner, you will play a crucial role in providing comprehensive technical support to the companies Managing Director & Senior Financial Planners.

Conducting thorough research and analysis to support the development of financial plans and recommendations.
Preparing detailed financial reports, including suitability reports and investment proposals.
Assisting with the implementation of financial strategies and solutions. Maintaining accurate client records and ensuring compliance with regulatory requirements.
A very competitive basic salary to £45,000 (dependant on experience, qualifications etc) + distortionary bonus + company benefits. The opportunity to join a friendly and professional practice that prioritises client satisfaction and employee well-being & hybrid working.