Save Job Back to Search Job Description Summary Similar JobsHybrid - 3 Days Office, 2 Days Working From homeCompetitive Salary & Career ProgressionAbout Our ClientOur 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.Job DescriptionPrepare 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.The Successful ApplicantA 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.What's on OfferCompetitive 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.ContactHarrison PugsleyQuote job refJN-022026-6947539Phone number+441179065132Job summaryJob functionFinanceSubsectorOperationsSectorFinancial ServicesLocationCheltenhamContract typePermanentConsultant nameHarrison PugsleyConsultant phone+441179065132Job referenceJN-022026-6947539
