Experienced Paraplanner

Experienced Paraplanner

Reference number: CHWM/09

Closing date: 31st August 2017

As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful accountancy practice.

The role

Working within an established successful team you will support 3 experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Financial Planners in establishing new client relationships. As such, this will include an element of client facing interaction.

You will already be Diploma level 4 qualified and be looking to progress further, in addition you will have previous experience of working within an IFA environment.

You will benefit from working for a professional and recognised IFA firm that will encourage you to learn new areas of Wealth Management. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

Read more

The Candidate

Essential:

      • Practical experience and knowledge of an IFA environment
      • Diploma Level 4 Qualified
      • Keen to progress with Industry exams (Working towards Level 6)
      • To be able to work on own initiative with great attention to detail
      • Strong interpersonal skills, drive & energy
      • Motivated by working in a fast paced environment
      • Organised and able to prioritise
      • Educated to GCSE level or equivalent with grade C or above in English & Maths
      • Able to use software packages such as Excel/Word/Outlook

 

Beneficial:

      • A good working knowledge of Truth cash flow modelling software
      • A good working knowledge of IRESS Adviser Office
      • Previous experience of the Standard Life, Aviva & Transact platforms

 

What we offer:

      • 37.5 hour working week
      • Pension Scheme – Employer contribution 5% of salary provided Employee pays 3% (gross)
      • Death in Service cover – 3 times basic salary
      • 25 days holidays + bank holidays
      • Regular social events
      • Structured personal development
      • Free on-site parking
      • Discretionary bonus

 

To apply or for more information, please email a covering letter and up to date CV to Dawn Griffiths


Graduate Recruitment Programme

Cowgill Holloway recruit trainees for three year ICAEW training contracts under our graduate trainee programme.

Our minimum academic requirements are at least 3 B Grades at A level and to have, or expect to achieve, at least a 2:1 degree. Coupled with these we look for candidates with excellent communication skills and the ability to work effectively as part of a team who have an interest in the commercial world.

All vacancies are based at our Bolton office. We recruit for vacancies in January and September each year. We are committed to developing our own trainees’ careers and have members of our management team who started with Cowgill Holloway as ICAEW trainees.

To apply simply download our application form, complete and return with a CV and covering letter to:

Caroline Snape
Cowgill Holloway LLP, Regency House,
45-53 Chorley New Road, Bolton, BL1 4QR

E: caroline.snape@cowgills.co.uk

Applications are now open

A-Level Leavers Programme

A-level leavers are often looking for an alternative to university and our new A-level trainee programme will allow you to earn a full-time salary, whilst being supported towards a professional qualification and gaining hands-on experience in a job.
Our programme combines practical work experience, internal training and technical studies to enable you to achieve a professional qualification and take the first steps towards your future career.

We provide a supportive work environment where you will be part of a friendly and enthusiastic team working out of our Bolton head office.

We are looking for individuals who can make a clear difference to our clients and our firm. To be considered for the role you must have a desire to develop an audit and accountancy or tax career at Cowgill Holloway, be able to work as part of a team and deliver a first class service with excellent communication skills.

To apply, please send your CV and covering letter to:

Caroline Snape
Cowgill Holloway LLP, Regency House,
45-53 Chorley New Road, Bolton, BL1 4QR

E: caroline.snape@cowgills.co.uk

Applications are now open