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.