Senior Paraplanner - Cheltenham

This is an exciting opportunity for a Senior Paraplanner to join a well-regarded professional Finance services team in Cheltenham. The role requires a detail-oriented individual to provide high-quality support within the legal department.

Client Details

Our client is a respected organisation within the professional services industry, known for its commitment to excellence. They are a medium-sized firm offering comprehensive services and support to their clients.

Description

• Prepare detailed and accurate reports for clients in collaboration with advisors.
• Conduct research and analyse financial information to support client solutions.
• Ensure compliance with regulatory and legal requirements in all documentation.
• Assist in preparing and updating financial plans and investment reviews.
• Maintain client records and manage relevant documentation effectively.
• Provide technical support to advisors and other team members.
• Ensure timely and accurate completion of administrative tasks.
• Contribute to the development and improvement of internal processes.

Profile

A successful Senior Paraplanner should have:

• Strong knowledge of financial and legal processes within professional services.
• A relevant qualification in financial planning or paraplanning.
• Excellent analytical and problem-solving skills.
• Proficiency in using financial software and tools.
• Attention to detail and the ability to manage multiple tasks effectively.
• Strong communication skills, both written and verbal.

Job Offer

• Competitive salary ranging from 45,000 to 55,000 per annum.
• Generous holiday entitlement to support work-life balance.
• Permanent position in a professional and supportive environment.
• Opportunity to work with a respected organisation in Cheltenham.
• Engaging role within the professional services industry.

If you are ready to take the next step in your career as a Senior Paraplanner, apply now to join this exceptional team in Cheltenham.