Paraplanner

Paraplanner Cheltenham Onsite Up to £40,000 Progression into Financial Advice If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients, be closely involved throughout the advice process and develop towards a future role in financial advice. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high-quality advice and an exceptional client experience. The firm is investing heavily in technology, operational efficiency and the long-term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff. For someone who ultimately wants to move from paraplanning into financial advice, the role also offers a progression route towards becoming an adviser. The Role Working as a Paraplanner, you will support Financial Planners in delivering high-quality, compliant financial advice and first-class outcomes for clients. This is a broad and hands-on role. ..... full job details .....