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Paraplanner

Cheltenham, Gloucestershire

Permanent

£35,000 - £35,000

293176A

Paraplanner Cheltenham up to £35k p.a. pro rata d.o.e.

Part time Paraplanner in independent financial planning firm based in Cheltenham

THE ROLE

As Paraplanner you will support the experienced IFA team. Your responsibilities will include:

  • liaising with advisers / colleagues ensuring processes & SLAs are adhered to
  • preparing reports and other forms of written communication
  • undertaking research on funds, products and wrappers
  • attending client meetings with advisers
  • maintaining client files / the back-office systems / general office support

THE COMPANY

Our client is a successful independently owned and operated financial planning firm. Dedicated to exceptional client service standards, they offer a comprehensive financial planning service including pension planning, life assurance, income protection, investments, and tax planning. This role supports our experienced Cheltenham based advisers. Benefits include 25 days holiday per year plus statutory Bank Holidays, pro-rated for part time employment. Benefits include pension scheme, life insurance, office parking and health insurance.

THE PERSON

As Paraplanner you will have experience in a similar role and a relevant qualification (e.g. level 4 diploma). Strategically minded and commercially aware, with a good understanding of compliance issues you will also have:

  • excellent report writing & IT skills
  • ability to analyse statistics / interpret advice / challenge client recommendations
  • good research skills
  • good time management skills

This role is part time over 3 days - 21 hours per week. Actual salary will be between £15k and £21k depending on experience and qualifications. Hours of work are 9.00am to 5.00pm inclusive of one-hour lunch break. Flexibility is possible at the discretion of the board.

If you wish to be considered for the role of Paraplanner, please forward your CV, quoting reference 293176A.

WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK

Applications invited from candidates with experience in: paraplanner financial planning IFA tax pensions insurance investments Cheltenham Gloucester Bristol

ThreePeople advertises vacancies on behalf of clients. If your CV matches our clients requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Any data processed will be used for recruitment purposes only and will be not be retained by ThreePeople for a period longer than 6 months.

Apply now