Senior Paraplanner

WEALTHLINK RECRUITMENT LTD; Gloucester; Hybrid; GBP 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid work

Annual leave?

Bonus scheme

Study support

Job summary

Wealthlink Recruitment Ltd is working with a Gloucestershire-based Chartered Independent Financial Adviser to recruit an experienced Paraplanner who will work 121 with a Senior Financial Planner.

You will also collaborate with two Administration colleagues in a pod to service a long-standing base of clients, handling pensions, investments, tax and trust cases and participating in client meetings and company events.

Responsibilities

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

Skills

Paraplanner experience

Pensions knowledge

Investment research

Job description

Paraplanner

Location: Cheltenham

Salary: Up to £55,000

Duration: Full time, Permanent, Hybrid, Part-Time

We are working with a Chartered Independent Financial Adviser based in Gloucestershire who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.

The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.

Key Responsibilities for the Paraplanner:

• Assist financial planners in preparing financial plans, investment strategies, and recommendations.
• Conduct research on investment products, pensions, tax, and other financial matters.
• Analyse client data to support financial recommendations.
• Prepare and maintain client documentation and reports.
• Liaise with clients, providers, and other professionals as required.
• Ensure that all work complies with regulatory requirements and company policies.
• Manage and track the progress of client cases and ensure timely delivery of financial plans.

On Offer?

• Salary of up to £55,000
• 2 days a week working from home
• 25 days annual leave bank holidays
• Company Bonus scheme
• Study support to Chartered Status

Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management