Job Description

Amber River HDA provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses.

We are looking for a highly experienced Paraplanner to join our busy office in Cheltenham.

This is a demanding and challenging role and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic and flexible working environment.

Role and Responsibilities

You will work closely with one of our highly qualified advisers, to ensure the smooth running of the team and to provide an excellent service to our clients.

The role includes but is not limited to:

Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements Obtaining and analysing technical information from providers Conducting technical research and interpreting the results Creating accurate cash flow planning analysis in line with client objectives Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary Processing new business and monitor through to completion Assist with administration for the team as needed Keeping up to date with all relevant product, legislative and technical changes

The Individual

Due to the nature of the role and the industry, we are looking for someone with:

Prior experience as a Paraplanner (3+ years) Excellent technical knowledge across a wide range of areas Exceptional organisational skills and able to work well under pressure Excellent communication skills, both written and verbally A strong work ethic and a flexible attitude A high level of accuracy Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems A desire to continue your development and obtain Chartered status Full level 4 Diploma in Regulated Financial Planning as a minimum

Benefits

Competitive salary 25 days holiday + bank holidays + an extra day off for your birthday Hybrid working available (3 days from home available) Well being program available Further study support Discretionary performance linked quarterly bonus
Job Types: Full-time, Permanent

Pay: 32,000.00-60,000.00 per year

Benefits:

Company pension Free parking Health & wellbeing programme On-site parking
Education:

Diploma of Higher Education (required)
Experience:

Paraplanning: 2 years (required)
Work Location: Hybrid remote in Cheltenham GL52 3PB