Paraplanner - Cheltenham, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Cheltenham, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job Title:
Paraplanner


Industry:
Financial Planning


Location:
Cheltenham


Salary:
£32,000 - £40,000


Job Reference:7597


Recruit UK is working on an excellent opportunity for a Paraplanner in Cheltenham, to join a leading Financial Planning firm.


Our client has a team of Paraplanners, that they are looking to expand to ensure clients are provided with exceptional service.

You will get to work very closely with the Financial Planning director and attend client meetings, to get a true understandingof the clients financial needs and goals.

They also have a dedicated administration team, meaning your focus with truly be on the technical side of financial planning.


Duties will include but not limited to:

  • Attend client meetings and review client objectives to support in formulating advice
  • Provide research and analysis, conduct fund research and review asset allocation
  • Complete cashflow forecasts
  • Prepare fund switches and encashment letters
  • Ensure compliance guidelines are met

Benefits:


  • Competitive salary of up to £40,000
  • Hyrbid working
  • 25 days holiday + bank holiday
  • Buy and sell holiday scheme
  • 4x DIS
  • 5% pension contribution
  • Private medical insurance
  • Charity fundraising events and volunteering days
  • Flexi benefits include gym memberships, cycle to work, health screening etc.

Skills and experience required:


  • Experience working in a Paraplanning position
  • Technically minded
  • Ideally experience using Intelligent office and FE Analytics
  • Full Diploma in Financial Planning

About Recruit UK:


As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a financial planning firm, looking for a Paraplanner.
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