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HC WEALTH MANAGEMENT is looking for employees for positions:
paraplanner
paraplanner
Responsibility
this fantastic opportunity will give you the chance to work with, and by trained by the best in the industry
it is run by the core values of integrity, education, respect, keeping its promises, and being true to yourself and has a fantastic trainee paraplanner career opportunity to offer
does this sound like a refreshing change? We're a small company of 12 people who care about our team and clients
we have a team of highly experienced individuals, qualified as Certified Financial Planners, Chartered Wealth Managers and Fellows of the Chartered Institute of Securities and Investments
whatever stage of your career you are joining us at, you will benefit from being guided and encouraged to progress and you can take full advantage for the amazing personal development opportunities that will be open to you
ensure agreed action points get diarised, action and completed as per the business process
trainee Paraplanner required! Ideally you will have some experience gained with a financial planning firm probably in a support capacity. We'll train you and support you to be a paraplanner at our firm
oversee and monitor the new client and new business process liaising with the administration team and keeping the paraplanner appraised of next steps
Requirements
some technical knowledge of Financial Services products
highly organised, methodical, analytical, and disciplined
highly numerate
shows initiative and takes personal responsibility for completing tasks
able to work within defined business processes
experience working in a support capacity within a Financial Planning Firm, with 2 years experience
adopts a positive attitude, willing to assist others when busy
able to work under pressure on occasions to achieve deadlines