UA-185291695-1 Technical Paraplanner, Jobs, 272

Technical Paraplanner

Paraplanner - Cheltenham, South West England

Ref: 272Friday 22 October 2021

Benefits:

  • 25 days annual leave, increasing with service
  • Annual Leave buy and sell scheme
  • 4 x Life Assurance
  • Company Pension Scheme or Salary Sacrifice
  • PMI
  • Cash Plan
  • Group Income Protection
  • Dress down Fridays
  • Charity fundraising events
  • Social Clubs
  • Work from home 3 days a week

 

About the company:

An Independent Financial Advisers based in Bath are hiring for a Technical Paraplanner to work closely with and provide 1 on 1 support to a Senior Advisor in the business. This is a client facing role, attending client meetings, with the flexibility to also work from home 3 days a week. You will also have the support of a fully complemented Paraplanning team, that have a strong focus on creating a high performing, fun and supportive culture.

 

What is required:

  • Level 4 Diploma Qualified
  • Ideally working towards Chartered
  • Previous experience within a Paraplanning position
  • Experience with Cashflow Modelling
  • Experience using IO is preferable