Homebased Paraplanner

Posted 27 October by Heat Recruitment
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This is an award winning financial planning and investment company that has an excellent reputation within the industry. 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 been supporting their clients for over 30 years with their financial planning and investment needs.

The Opportunity

Due to growth, this company have an exciting opportunity for an experienced Paraplanner to join the team and become a vital part of the financial planning process by supporting several highly successful advisers 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.

This is a fully homebased role. You will be required to go to the office occasionally for ad hoc meetings

What’s needed for me to be considered?

  • Previous experience within a Paraplanning position within a regulated environment
  • Ideally hold level 4 Diploma in Financial Planning
  • Understanding of the full financial planning & corporate advice process
  • Live close distance to Chester

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

  • Paraplanning

Reference: 44490317

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