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Paraplanner - Financial Services
2 months ago
We are seeking a skilled Paraplanner to join our team at Hooray Works Ltd, a successful and growing business in the financial services industry. As a Paraplanner, you will play a crucial role in supporting our Independent Financial Advisor firm in providing high-quality advice to clients.
Key Responsibilities- Work closely with our Financial Advisors to understand client needs and goals.
- Conduct thorough product research and create comprehensive cash flow plans.
- Prepare suitability reports to a highly accurate level.
- Assist with client queries, changes, and other related administration tasks.
- Level 4 DipFA qualification (or equivalent).
- At least 2 years of experience as a Paraplanner.
- Familiarity with industry-specific software systems.
- Strong Microsoft Office skills.
- Onsite parking.
- 25 days of holiday per year, plus an extra day off for your birthday.
- Career development and training opportunities.
Hooray Works Ltd is a champion of diversity and inclusion in the workplace. We are committed to reviewing every application we receive with complete fairness and equality. We are proud to be a corporate member of the REC, the recruitment industry's leading professional body.
