Job provided by HEAT Recruitment
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About the job
A fantastic opportunity has been created to join a forward-thinking firm that deal with all aspects of financial planning for an experienced paraplanner to join their team. They have strong connections with one of the largest accountancy firms in the region and are a well-established firm that pride themselves on keeping their client up to date regularly and providing a high quality ongoing service.
You will be in a paraplanning position with a company that offer exam support and put an emphasis on personal development and progression.
The role will involve working with the other paraplanners within the firm to provide bespoke support to the firm’s financial planners.
You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
Liaising with various members of the Research Team involved in Risk and Compliance to ensure that advice is compliant
Provide high quality technical, administrative and research support to the advisers
Provide input to the Research Manager on the suitability of new systems or procedures
Assist in the development of less experienced members of staff
What’s needed for me to be considered?
Previous experience within an IFA firm would be preferable.
Level 4 diploma qualified and working towards chartered
Excellent communication skills and attention to detail
Ambition and drive to progress your career
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner