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Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT
Tel: 01242 300228
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Paraplanner - 3024137
Cheltenham
Paraplanner
Do you thrive in a busy customer focussed environment? Are you keen to work for an ambitious company that will support your continued professional development? Are you analytical, solution focussed and highly organised, with excellent attention to detail?
My client, are a well established and highly successful firm of Independent Financial Advisers who are looking to add an experienced Paraplanner to their high performing team. You will form part of an ambitious company, with a focus on finding solutions for their clients, enabling them to achieve their goals.
Benefits
- 28 days holiday, plus Bank Holidays
- Continued professional development
- Calendar of social events
What are the day-to-day responsibilities of the role:
- Supporting the Financial Advisers in the preparation of recommendations and suitability reports for their clients
- Carrying out analysis of funds, products and illustrations for comparison purposes in order to meet the client’s objectives
- Handle client and other third party queries, accurately and in an efficient and timely manner
- Support the team with any ad hoc duties when required
Required Skills and Qualifications:
- Ideally you will be DipPFS or DipFA qualified
- Previous experience in a Paraplanner role is essential
- Excellent communication and relationship building skills
- Highly organised with great attention to detail
- Committed to continued personal development
My client is offering an annual salary of £45,000 to £50,000 depending on 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.
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.
- 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!
IND1
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