Paraplanner

Job Title: Remote Paraplanner

Industry: Wealth Management

Location: Cheltenham

Salary: Up to £45,000 (negotiable dependent on skill set and experience)

Job reference: 9429

Job Description:

Recruit UK are recruiting for a Paraplanner (fully remote working offered) to join a boutique and successful financial planning practice in Cheltenham.

This is an excellent opportunity for a Paraplanner, who is looking to work fully remotely, to join a boutique successful IFA.

Duties will include but not be limited to:

• Preparing and maintaining client files and client reviews
• Building cash flow models
• Preparing recommendations and suitability reports
• Identifying areas for planning
• And more…

Benefits:

• Salaries up to £45,000

• Fully remote working offered

• 25 days holiday plus bank holidays

• Pension contribution

• Boutique IFA and close knit team

Skills and experience required:

• Paraplanner experience previously in a Wealth Management company
• Ideally Level 4 Diploma qualified
• Ability to work as part of a team and as an individual

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 a well-established wealth management firm based in Cheltenham on a 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.