Paraplanner Cheltenham

Our client is a forward thinking financial planning company with a history of providing wealth management advice to Mass affluent and HNW individuals. In the last five years they have been on an acquisition mission, buying clients off of retiring Advisors. Due to their expansion and increased ambition to grow, they are keen to take on two paraplanners to be based in either their London or Cheltenham office.

Their financial advisers are highly qualified and write business across all areas of financial planning, primarily Investments and Pensions. The paraplanning team need to be able to fully support their advisory team and therefore need to have a good understanding of all areas of financial planning also. Ideally they'll be chartered or diploma qualified, working towards chartered status.

Their paraplanners take full ownership of their workload and work with administrators to manage clients and workload. The paraplanner is very much involved with making recommendations and finding suitable solutions for the clients differing situations. My client also offers telephony based advice and field based advice so it's easy for the client to help you transition to a full advisor role should that be the route you wish to go down.

The salary on offer is circa GBP55,000 with an additional excellent benefits package.

If you wish to find out more information please call Louise Bibb on 0 and quote reference 11566