Are you an experienced but under-appreciated Paraplanner? Do you want to be part of a business offering growth opportunities? Would you want to work for a company who is happy for you to work remotely or in the office?
If so, please get in touch with us today!
Our client is based in Cheltenham but is one of the country’s leading Financial Advisors who are looking to grow further in 2022. This team offer investment & pension advice and are in growth mode.
As a Paraplanner you will work with a range of clients (including HNW and UHNW) to prepare recommendations and write reports on investment and tax planning and retirement planning. You will also be involved in providing half yearly (or yearly) portfolio reviews for clients and work with both the internal Administration team and external providers so excellent communication skills are essential.
You should have extensive Paraplanning experience, will be fully qualified (level 4 or level 6) and may be ambitious to achieve Chartered Status. You will also have a good eye for detail, value accuracy and understand the importance of compliance.
Finally excellent IT skills a collaborative and inclusive approach to work as well as the ability to constantly look for performance improvement ideas would be appreciated.
In return our clients offer an incredibly friendly working environment where you will be treated as an integral team member from day one.
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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