Would you like to work for a high-quality Wealth business where you can work in partnership with a senior Advisor? Do you want a role which will facilitate 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 offeringhigh-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:
25 days holiday + an extra day off for your birthday.
Career development and training available
Bonus scheme potential
Required Skills and Qualifications:
Working alongside the advisor to understand each clients needs and goals.
Undertake and interpret technical research, creating cash flow plans
Preparesuitability reportsto a highly accurate level.
Assist with client queries (existing and new business) changes and other related administration
Key Responsibilities:
Level 4 DipFA qualified (or equivalent)
Previous and varied Paraplanning experience.
Familiarity with industry specific software systems.
Strong Microsoft Office 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.
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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