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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.

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