Senior Paraplanner

Do you want to work for a company who are truly collaborative to ensure clients get the best service? Are you someone who can help and guide others in the team? Do you have excellent communication skills and would like more opportunity to interact with external as well as internal stakeholders? If you answered yes to those questions this role could be for you and we'd love to hear from you!

Our client, a highly regarded and established specialist firm working within wealth management is looking for a Senior Paraplanner to join their htight-knit team. You will have previous experience working as a Paraplanner and may now want more responsibility, opportunity or career progression. As a Senior Paraplanner you will work in partnership with sdvisors and clients to ensure the most appropriae plans and solutions are put in place. You will conduct market research on a range of investment products, prepare detailed reports and create cash flow models to help with more accurate planning. You will be passionate about the industry and your career so will be keen to work with a like minded team

In return our clients offer a friendly work environment, and can also offer flexible working hours, with the potential for hybrid working after your induction and completion of a probationary period.

What are the day-to-day responsibilities of the role?

• Work with advisor to produce detailed reports covering investment performance and advice
• Conduct research on investment products and market changes
• Act as technical support to other Paraplanners and IFA Administrators
• As a Senior Paraplanner you will also check colleagues annual suitability letters & recommendation reports.

Required Skills and Qualifications:

• Diploma qualified Paraplanner with previous experience
• Strong communication and interpersonal skills
• Excellent written communication skills
• Knowledge in a wide range of Investment products

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.

• 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? EARN A GBP150 REWARD FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!