Are you an experienced and qualified Paraplanner looking for a new opportunity? Maybe you have a few years’ experience and are looking for your next step up?
Either way, you will be working with one of Cheltenham’s premier wealth management companies so if you have the required experience please get in touch!
Our client, an established and very highly regarded practice with a long-standing reputation amongst high profile clients, is looking for Senior Paraplanner on a permanent basis.
Please note this role is full time although slightly reduced hours may be considered.
The post holder will be working closely with advisors to ensure a seamless service to the client base and will have lots of client interaction, both over the phone and face to face, as well as undertaking all the administration duties associated with being a paraplanner.
We are looking for a highly experienced and qualified paraplanner with significant knowledge of investments, entrepreneurial tax matters, company tax and extensive use of case management systems related to wealth management.
In addition, we require an individual with first class communication skills, both written and verbal, who is confident liaising with high profile clients on a range of matters.
You will be an efficient administrator with excellent attention to detail.
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.
*Do you know someone for this role? Please enquire about our referral scheme!