Our client, who are one the UK's largest and most prestigious Investment Managers with over £40bn funds under management, are currently seeking an experienced Paraplanner to work in their Cheltenham office.
In this role you will work very closely with the local Financial Planners in providing holistic fee based wealth management solutions to HNW and UHNW clients. In addition to attending client meetings you will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved.
The successful candidate must have strong tax, trusts and pensions knowledge, have paraplanning experience and ideally be level 4 diploma qualified.
Basic salary up to £40,000 plus bonus plus benefits
- Financial Planning
- Financial Services