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Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT
Tel: 01242 300228
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Paraplanner - 3063842
Tewkesbury
Do you want to work for a company who are truly collaborative to ensure clients get the best service? Are you looking to work with a company who cam offer career development opportunities? Do you have excellent communication skills and would like more opportunity to interact with external as well as internal stakeholders? If you answered yes to those questions this role could be for you and we’d love to hear from you!
Our client, a specialist independent wealth management firm is looking for a Paraplanner to join their existing high performing team. You will have previous experience working as a Paraplanner and may now want more responsibility, opportunity or career progression. As an experienced Paraplanner you will work in partnership with advisors and clients to ensure the most appropriate plans and solutions are put in place. You will conduct market research on a range of investment products, prepare detailed reports and create cash flow models to help with more accurate planning. You will be passionate about the industry and your career so will be keen to work with a like minded team
In return our clients offer a friendly work environment, and can also offer flexible working hours, with the potential for hybrid working after your induction and completion of a probationary period.
Benefits
- Private Medical Cover
- Company Bonus scheme
- Free parking
What are the day-to-day responsibilities of the role?
- Work with advisors to produce detailed reports covering investment performance and advice
- Conduct research on investment products and market changes
- Act as technical support to other Paraplanners and IFA Administrators
- As a Senior Paraplanner you will also check colleagues annual suitability letters & recommendation reports.
Required Skills and Qualifications:
- Diploma qualified Paraplanner with previous experience
- Strong communication and interpersonal skills
- Excellent written communication skills
- Knowledge in a wide range of Investment products
My client is offering an annual salary of up to £50,000 depending on experience, for this permanent role.
At Hooray, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs.
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.
- Hooray is acting as an agency on behalf of the client for this position.
- 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 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C’s APPLY!
Please apply by clicking on Apply Now.
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