Client Facing Paraplanner/IFA

Posted 3 days ago by Heat Recruitment Featured

The Client:

Our client is a highly reputable financial planning practice based in central Manchester, striving to provide a truly unique and ethical financial planning service.

The Opportunity

This is a fantastic opportunity for an experienced Paraplanner or Junior Financial Adviser to take the next step in their career. Due to the ill health of an existing IFA, my client is now seeking someone to work alongside, support and eventually take over from this senior team member.

What’s needed for me to be considered?

  • Proven experience within an IFA practice
  • Level 4 Diploma qualified as a minimum
  • Working knowledge of Intelligent Office is preferable
  • Fantastic communication skills, both verbal and written

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, Para Planner, Technical Planner, Financial Planner, Independent Financial Planner, Financial Adviser, IFA

Application question

Are you Level 4 Diploma qualified?

Reference: 34148270

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