Senior Paraplanner

26 Days Old

This is an exciting opportunity for a Senior Paraplanner to join a well-regarded professional Finance services team in Cheltenham. The role requires a detail-oriented individual to provide high-quality support within the legal department.
Client Details
Our client is a respected organisation within the professional services industry, known for its commitment to excellence. They are a medium-sized firm offering comprehensive services and support to their clients.
Description
* Prepare detailed and accurate reports for clients in collaboration with advisors.
* Conduct research and analyse financial information to support client solutions.
* Ensure compliance with regulatory and legal requirements in all documentation.
* Assist in preparing and updating financial plans and investment reviews.
* Maintain client records and manage relevant documentation effectively.
* Provide technical support to advisors and other team members.
* Ensure timely and accurate completion of administrative tasks.
* Contribute to the development and improvement of internal processes.
Profile
A successful Senior Paraplanner should have:
* Strong knowledge of financial and legal processes within professional services.
* A relevant qualification in financial planning or paraplanning.
* Excellent analytical and problem-solving skills.
* Proficiency in using financial software and tools.
* Attention to detail and the ability to manage multiple tasks effectively.
* Strong communication skills, both written and verbal.
Job Offer
* Competitive salary ranging from £45,000 to £55,000 per annum.
* Generous holiday entitlement to support work-life balance.
* Permanent position in a professional and supportive environment.
* Opportunity to work with a respected organisation in Cheltenham.
* Engaging role within the professional services industry.
If you are ready to take the next step in your career as a Senior Paraplanner, apply now to join this exceptional team in Cheltenham
Apply
Location:
Cheltenham
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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