Paraplanner

Job Title: Paraplanner

Industry: Financial Planning

Location: Cheltenham/Hereford

Salary: £40,000 - £50,000

Job Reference: 10045

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm with offices in Cheltenham and Hereford.

Our client is a Chartered Independent Financial Planning firm who specialist in supporting HNW and UHNW clients across the UK. You will mainly be supporting 3 IFA's, meaning you can get to know their clients and their way of working well, as well as having access to junior Paraplanning and Administration support.

Benefits:

• Highly competitive salary
• Discretionary bonus scheme
• 2:3 hybrid working
• Full travel expenses covered for any office days or travel required
• 6% pension contribution
• 25 days holiday
• Birthday off
• Buy and sell scheme
• Private medical insurance
• 4x DIS
• Progression opportunities available if interested

Skills and experience required:

• 2+ years experience in Paraplanning
• Good technical experience and knowledge
• Chartered status (Level 4 may be considered if experienced enough)
• Strong knowledge of UK products and FCA regulations
• Ability to work remotely, with a home office set up