Job provided by HEAT Recruitment
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About the job
The opportunity for a Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
Our client is looking for an experienced Paraplanner to support their successful Financial Planner. The great thing about this firm is that it has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. Alongside this, the option to progress to Chartered status with the firm’s exam support is strongly encouraged. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working within a small but strong team where you can quickly develop your career within a prestigious firm.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
Level 4 Diploma qualified (or due to complete in the next quarter).
Previous experience within an IFA Practice
High level of analytical capability and good communication skills
Driving License (due to location).
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 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner