Assistant Paraplanner

Posted 2 days ago by Heat Recruitment
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The Client

Our client is an award winning financial planning and investment management company with offices throughout the UK, with an excellent reputation within the industry, providing a bespoke and high class service to their valued Clientele.

Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have a rich history supporting their clients for over 30 years with their financial planning and investment needs.


The Opportunity

Due to continued growth, this company has created an exciting opportunity for an Assistant Paraplanner to join the team and become a vital part of the financial planning process, supporting several highly successful advisers, Paraplanners and their HNW clientele.

You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status.


What’s needed for me to be considered?

  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Understanding of the full financial planning & corporate advice process
  • Ability to multi-task and to prioritise and plan own workload.
  • An assertive "can do" approach to dealing with product providers and fund management groups.
  • Strong IT skills.
  • Good communication skills.
  • Progression with either Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning


What next?

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.

Job Synonyms:

Paraplanner, Technical Adviser, Report Writer, Financial Planner, Technical Sales support, Technical planner, Para-planner

Required skills

  • Financial Services
  • Paraplanning

Reference: 36539462

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