There is a fantastic opportunity here to for a successful Technical Paraplanner to join an award winning practice, in the beautiful Surrey area. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service, ensuring the Client is at the heart of everything they do.
During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mold the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported.
For the right candidate, there is the chance here to gain CF30 sign off, and attend a number of Client Meetings, with the exciting opportunity of transitioning in to Financial Advice yourself one day...
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
- Minimum Level 4 Diploma qualified and working towards Chartered status
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
- Good Pensions & Invetsments product knowledge
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.
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner