Trainee Paraplanner

Job Title: Trainee Paraplanner

Industry: Financial Services

Location:Cheltenham

Salary: £24,000 - £28,000

Reference Number: 8515

Are you an experienced Administrator within Financial Services looking for a career in Paraplanning?

Recruit UK are working on a Trainee Paraplanner position for an experienced Administrator with a knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm based in Cheltenham.

This firm are a growing financial services firm who offer wealth management, mortgages, and employee benefits, and they are looking for an experienced Paraplanner to join the team. This firm have invested heavily in their working culture and environment, offering a long list of well-being focused benefits in the interest of their employees.

Day to day duties would include SUPPORTING with:

• Conducting research, and analysis of products and funds
• Complete cashflow forecasts and financial plans
• Preparing fund switch, client letters, and illustrations
• Liaise with product providers and third parties
• Assist Paraplanners and Financial Advisers

Requirements:

• Experience working as an Administrator within the Financial Services industry
• Knowledge of the Financial Services industry

Benefits:

• A salary of up to £26,000
• Hybrid working, 3 days in the office with 2 at home
• 25 days holiday + bank holidays, with an additional 1 day holiday of each year of service up to 28 days + buy and sell holiday scheme
• 4x Salary Death in Service
• 5% employer pension contribution
• Private Medical Insurance
• Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
• Voluntary benefits including gym membership, tech, health screenings and cycle scheme

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, Recruit UK are pleased to be working with an Independent Financial Planning firm in Cheltenham on a Trainee Paraplanner role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.