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Contact Us

Address:

New Barn

Manor Farm Courtyard

Southam Lane

Southam

Cheltenham

Gloucestershire

GL52 3PB

Phone: +44 (0)1242 514563

© 2018 by HDA Chartered Financial Planners

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

HDA is the trading name of Hugh Davies Associates Limited which is authorised and regulated by the Financial Conduct Authority (Firm no. 125569). Registered in England No. 1998413.   Registered Office New Barn, Manor Farm Courtyard, Southam Lane, Southam, Cheltenham, GL52 3PB.  Telephone: 01242 514563

Careers at HDA

 

Paraplanner/Trainee Paraplanner

 

We are looking for a Paraplanner/Trainee Paraplanner to work with our team of Advisers in our offices located on the outskirts of Cheltenham.  This role covers all areas of financial planning such as Pensions, Investments, Financial protection and Trusts.

 

Financial Services work experience is essential for the Paraplanner role but for the trainee role it is more important to demonstrate a willingness to learn and be an integral part of a small team.

Initially the job role would be administratively focused but would extend to a more analytical and ‘Advisory’ role dependent on experience and provided that suitable progression is made.

 

Salary is commensurate with experience and qualifications.

 

Employment Type: Full-time

 

Experience: Mid level

 

Job Function: Administrative

For a more detailed job description please click here

 

If you are interested in applying for this position please send your CV to enquiries@hda-ifa.co.uk