Client Facing Paraplanner

Posted 14 February by Heat Recruitment Featured

The Client:

Our client is a Bespoke Financial Planning practice in the center of Bishops Stortford. They specialise in providing truly unique and bespoke advice to their private and corporate clients. Having a highly successful joint legal venture, our client insure they provide only the highest standard of advice on the market.

The Opportunity

This is a fantastic opportunity for an experienced Paraplanner to join a small and tight knit team. You will be liaising with clients directly and be directly involved in discussions on the financial well-being of all clients. Due to continued growth there will also be plenty of progression opportunities for the right candidate, and the opportunity to Advise from the outset if this was desired.

What’s needed for me to be considered?

  • Proven experience within a similar Paraplanning position.
  • Level 4 Diploma qualified if candidates wish to step in to an Advisory position.
  • Experience working within an IFA.

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: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Required skills

  • Advisory
  • Client Meetings
  • Paraplanning
  • Suitability

Reference: 33884736

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