Are you an established paraplanner looking to work for a change of scenery? Are you confident at providing clients with technical information that can be analysed and monitored? Do you enjoy being an integral part of the advice service?
Look no further, we have a role that you would be the perfect fit for!
Our client based in Tewkesbury are looking for a paraplanner who is well organised, adaptable and a great team player. Working alongside 2 other paraplanners, your duty will be to provide support to the financial advisors within the firm via research and analysis, creating reports and other general administrative duties in order to achieve all relevant timescales.
The ideal paraplanner can effectively prioritise and manage their workload and is flexible enough to take on additional responsibilities and tasks at short notice. Computer literacy is vital and knowledge of financial planning software such as cashflow forecasting tools, Select a Pension, FE Analytics etc. would be beneficial, but is not essential.
This role would be perfect for someone who has gained a lot of experience as a paraplanner over a few years. Our client is open to candidates that are experienced but not qualified. If you know the ins and outs of Discretionary fund Managers and Model Portfolios, are a good problem solver, proactively look to learn constantly and have a great standard of financial knowledge – what are you waiting for? Send your CV in!
Please apply by providing a recent and relevant 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.
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