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Paraplanner - Financial Services

2 months ago

Cheltenham, Gloucestershire, United Kingdom HOORAY Recruitment Full time

Join a Thriving Financial Services Firm

We are seeking a skilled Paraplanner to join our team at Hooray Recruitment, a leading agency in the industry. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing exceptional service to our clients.

About the Role

This is an exciting opportunity to work with a successful and growing business that values its employees and provides a supportive work environment. As a Paraplanner, you will be responsible for:

  • Client-Facing Work: You will work closely with our financial advisors to understand each client's needs and goals, and provide exceptional service to ensure their satisfaction.
  • Product Research and Planning: You will conduct thorough research on products and create comprehensive cash flow plans to help our clients achieve their financial objectives.
  • Report Preparation: You will prepare suitability reports to a highly accurate level, ensuring that our clients receive the best possible advice.
  • Administrative Support: You will assist with client queries, changes, and other related administration tasks.

Requirements

To be successful in this role, you will need:

  • Level 4 DipFA Qualification: You must hold a Level 4 Diploma in Financial Advice (DipFA) or equivalent qualification.
  • Paraplanner Experience: You should have at least 2 years of experience as a Paraplanner in the financial services industry.
  • Industry Knowledge: You should be familiar with industry-specific software systems and have strong Microsoft Office skills.

What We Offer

We offer a competitive salary and benefits package, including:

  • Onsite Parking: You will have access to free parking at our office.
  • Holiday Entitlement: You will receive 25 days of holiday per year, plus an extra day off for your birthday.
  • Career Development: We offer opportunities for career development and training to help you grow in your role.

How to Apply

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application, including your up-to-date CV. We look forward to hearing from you.