Home-based Paraplanner- Cheltenham

RecruitukLtd Salary: £35k- £45k

We are actively working with a reputable wealth management firm in Cheltenham who are looking to expand back office team due to recent expansion. This role would be suited to an experienced Paraplanner who is able to hit the ground running. This is a great opportunity for a Senior Paraplanner who has experience of managing their own work load and has the desire to manage their own small team. Initially this role will be part home based part office based until an established paraplanning team is in place.

To be eligible for this role:

  • Ability to work on your own and in a team
  • Previous experience of working as a Paraplanner
  • Good knowledge of Pensions and Investment products
  • Strong analytical and research skills
  • Strong report writing and verbal /numerical skills
  • Hold the level 4 Diploma in Financial Planning (minimum requirement)


For more information regarding the role please contact Louise Bibb on 01179170416 or email Louise.bibb@recruitukltd.co.uk and quote reference 10736

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