Paraplanner

Perm, £30 - 40K DOE (Full or Part Time considered)
Cheltenham
Apply for this job ref: HO667

Are you an experienced Paraplanner looking for a new opportunity? Do you want to be part of an established, collaborative, professional yet supportive team? 

If so, please get in touch with us today!

Our client, an established and very highly regarded IFA with a long-standing reputation amongst HNW clients, is looking for a Paraplanner and can accommodate either a permanent full-time or part time professional into their practice.

The post holder will be working closely with advisors to ensure a seamless service to their client base and will have lots of client interaction, both over the phone and face to face, as well as undertaking all the administrative and compliance duties associated with being a Paraplanner.

Our client is looking for an experienced Paraplanner (Level 4 or equivalent experience is preferable but not essential) to conduct bespoke whole of market client reporting, investment product fund research and analysis, portfolio and risk analysis, preparation of recommendations to clients as well as having the right attitude to support ad-hoc projects when required.

You will have excellent communication and IT skills (they use all of the key back office, research and compliance systems), a collaborative and inclusive approach to work as well as knowledge of the importance of compliance for the firm and their clients.

In return, our clients offer an incredibly friendly working environment where you will be treated as an integral team member from day one without the usual office politics often associated with larger businesses.

Please apply by providing a recent and relevant 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.

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