Job Title: Chartered Paraplanner
Industry: Financial Planning
Location: Cheltenham (remote)
Salary: £50,000 - £60,000
Job Reference: 10045


Job Description:
Recruit UK are working on an exciting opportunity for a Chartered Paraplanner to join a Financial Planning firm near Cheltenham, this role is remote and you’d need to visit the office bi-weekly as a minimum.
Our client is a Chartered Independent Financial Planning firm that are specialist in supporting HNW and UHNW clients across the UK. As their Adviser base continues to grow, they are looking to bring on a Chartered Paraplanning who can be the go-to do technical and complex reports/clients. 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 of up to £60,000
*Discretionary bonus scheme
*Remote working predominately, with one day a week in the office
*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:
*5+ 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