Do you want to work with a successful and growing business? Would you like to work for an employer who will support your career ambitions? Are you looking for a role which will give you a varied working day? If this is you - please get in touch today.
This is an exciting opportunity to join an Independent Financial Advisor firm who are renowned for offering a personal approach and strong ethics whilst offering high-quality advice. Working closely with an adviser, you will apply your excellent technical knowledge and exceptional organisational skills to provide an outstanding service to clients. You will be client-facing at times, therefore professional presentation and communication is critical. This is a hybrid role with 1 day/week working from home.
Benefits:
Onsite parking. 25 days holiday + an extra day off for your birthday. Career development and training available. Required Skills and Qualifications:
Level 4 DipFA qualified (or equivalent). Previous and varied Paraplanning experience. Familiarity with industry specific software systems. Strong Microsoft Office experience. Key Responsibilities:
Working alongside the advisor to understand each client's needs and goals. Undertake product research and create cash flow plans. Prepare suitability reports to a highly accurate level. Assist with client queries, changes, and other related administration. 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 commits to reviewing every application we receive with complete fairness and equality.
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Onsite parking. 25 days holiday + an extra day off for your birthday. Career development and training available. Required Skills and Qualifications:
Level 4 DipFA qualified (or equivalent). Previous and varied Paraplanning experience. Familiarity with industry specific software systems. Strong Microsoft Office experience. Key Responsibilities:
Working alongside the advisor to understand each client's needs and goals. Undertake product research and create cash flow plans. Prepare suitability reports to a highly accurate level. Assist with client queries, changes, and other related administration. 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 commits to reviewing every application we receive with complete fairness and equality.
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