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Paraplanner

2 months ago

Cheltenham, United Kingdom HOORAY Recruitment Full time

Do you want to work with a successful and growing business? Would you like to work for an employer who will support your career ambitions? Perhaps you want a Paraplanner role where parking is available? If this is of interest - we'd love to hear from you

This is an exciting opportunity to join an Independent Financial Advisor firm who are renowned for offering a personal approach and strong ethics that offers a high-quality advice. Working closely with an adviser you will apply your excellent technical knowledge and exceptional organisational skills to provide an outstanding service to clients. As a Paraplanner you will be client-facing at times, therefore professional presentation and communication is critical. This is a hybrid role with 1 day / week working from home.

Benefits:

  • Onsite parking.
  • 25 days holiday + an extra day off for your birthday.
  • Career development and training available 

Required Skills and Qualifications for the Paraplanner role:

  • Working alongside the advisor to understand each clients needs and goals.
  • Undertake product research and creating cash flow plans
  • Preparesuitability reportsto a highly accurate level.
  • Assist with client queries, changes and other related administration

Key Responsibilities:

  • Level 4 DipFA qualified (or equivalent)
  • 2+ years Paraplanner experience.
  • Familiarity with industry specific software systems.
  • Strong Microsoft Office experience

If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. 

  • Hooray is acting as an agency on behalf of the client for this position.
  • Our purpose as a business is to pioneer ethical recruitment for a better working world.
  • Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
  • DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL *T&C's APPLY