Paraplanner: Wealth Management Reports & Research

Service Care Solutions; Cheltenham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A Financial Advisory firm in Gloucestershire seeks a Paraplanner to provide support for Wealth Managers and Financial Advisors. The role involves preparing high-quality client reports and conducting research to ensure accurate and compliant recommendations. Strong previous experience in a Paraplanning role is essential, along with IT skills and excellent report writing abilities. The position offers a salary of £40,000 - £60,000 and a referral bonus of £250 for successful placements.

Benefits

Referral bonus of £250

Qualifications

• Experience supporting Financial Advisors and preparing the correct documentation for clients.

Responsibilities

• Prepare high-quality client reports for Wealth Managers and Financial Advisors.
• Conduct technical research and ensure recommendations are compliant.

Skills

Previous experience of working within a Paraplanning role

Strong IT skills, including experience with financial planning software

Excellent report writing skills

Attention to detail

Job description

A Financial Advisory firm in Gloucestershire seeks a Paraplanner to provide support for Wealth Managers and Financial Advisors. The role involves preparing high-quality client reports and conducting research to ensure accurate and compliant recommendations. Strong previous experience in a Paraplanning role is essential, along with IT skills and excellent report writing abilities. The position offers a salary of £40,000 - £60,000 and a referral bonus of £250 for successful placements.