Junior Paraplanner

Posted 5 July by Heat Recruitment Easy Apply Featured

The Client

This is a bespoke and highly reputable financial planning and investment practice. Based in Hertfordshire this practice advises private and corporate clients across the UK.

The Opportunity

Due to business growth this practice would like to welcome a Junior Paraplanner to the team. You will be responsible for supporting several advisers with administration and paraplanning support.

You will benefit from working in a small but highly experienced team, alongside full exam support as well as future progression opportunities as the business grows.

What’s needed for me to be considered?

  • Previous experience within an IFA environment
  • Previous experience providing sales/administration support to financial advisers
  • Experience of report writing within a regulated financial planning environment
  • Progression towards 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

IFA Administrator, Senior IFA Administrator, Office Manager, Practice Manager, Junior Paraplanner, Paraplanner, Report Writer, Adviser Support, Trainee IFA

Required skills

  • Financial Planning
  • Paraplanning
  • Report Writing
  • Sales Support
  • Diploma

Reference: 35563529

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