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Level 4 Diploma (CII) and 2+ years’ experience Paraplanning.
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Diligent, analytical, with a good eye for detail.
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Excellent written and verbal communication skills.
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Good organisational and time management skills.
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Ability to multi-task and work both individually and as part of a team.
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Excellent IT skills, including use of Microsoft Word, Excel and Outlook.
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Knowledge of industry software such as cash flow modelling, investment platforms, and back-office systems.
We believe that finding the right person for the role goes beyond qualifications and experience – we are looking for someone who will fit in with our team and have a positive impact on the firm.
What MHA Caves Wealth has to offer:
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25 days holiday plus bank holidays
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Pension scheme with 5% employer contribution
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Career progression opportunities
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Two paid study leave days per exam and study support
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Flexible/hybrid working (following successful probationary period)
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Company socials/events
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Health and wellbeing support
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Cash plan
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Income Protection
Contact Detail:
MHA Macintyre Hudson LLP Recruiting Team