Job provided by HEAT Recruitment
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About the job
We are currently working with a bespoke, well respected IFA practice that seeks to build long term, trusting relationships with their clients.
They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.
This is a fantastic position for a Paraplanner to join a firm in a key position of the business by support being actively involved in the back-office process as a key member of a small back office team supporting the sole advisor.
This position is perfect for a confident individual who wants to get away from a corporate environment and join a small business where they can make a difference.
This position is a part time vacancy offering a salary of £18,000 pro rata
Qualified or working towards Level 4 Diploma is an advantage
Previous experience within an IFA practise and paraplanning is essential
FCA understanding of regulations and products and their practical applications
Effective communication, both written and verbal
Have a professional, proactive and positive attitude
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.