Financial Planning Support

Description:

Montpellier Asset Management Limited is seeking a proactive and detail-oriented Paraplanner to join their growing team in Cheltenham. The Paraplanner will play a crucial role in the financial planning process, working closely with financial advisers to deliver high-quality advice and support to clients.

The role involves preparing financial plans, conducting research, analyzing client information, and ensuring compliance with industry standards. The ideal candidate will be motivated, meticulous, and able to contribute to a collaborative team environment.

Requirements / Skills:

• Level 4 qualification minimum

• Strong attention to detail and organizational skills

• Ability to support financial advisers with high-quality client advice