rockwealth
Paraplanner
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Job Description
Rockwealth is a rapidly growing, independent Chartered financial planning firm committed to helping individuals, families and business owners achieve their financial goals through high-quality, holistic advice. Our client-first approach, collaborative culture and evidence-based investment philosophy set us apart, and we're passionate about delivering an exceptional experience for every client. As we continue to expand, we're looking for talented people who share our values and want to be part of an ambitious, supportive team where they can develop their careers and make a real impact.
We're now looking for an experienced Paraplanner to join our team in Cheltenham, providing high-quality technical support and research to help our advisers deliver the best possible outcomes for clients. This is a great opportunity to join a growing paraplanning function as we expand it to support our ~20 offices across the country.
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Salary: £35,000 - £50,000, dependent on experience
The Paraplanner role is a full-time position. Flexible working is an option, although we would expect you to work from our office in Cheltenham at least three days a week. We will also consider applicants who require core working hours to match childcare or other requirements.
Knowledge, Experience and Skills
- Having experience in working with and being able to interpret cash flow models would be preferential.
- You will understand current regulations and how they apply to clients.
- Strong research skills and knowledge of pension, investment and protection products is essential.
- Holding the Level 4 Diploma in Financial Planning is preferred, although we will also consider applicants who are working towards this qualification and have relevant industry experience.
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Package
- £35,000 - £50,000 salary dependent on experience.
- 5% Employer Pension
- 30 days holiday, with 5 days to be taken at Christmas
- Private Medical Insurance
Please send your CV and introductory email to Kirsty.wake@rockwealth.co.uk.
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