Paraplanner (Part time/ Full time)

Posted 19 November by Heat Recruitment
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The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

Our client is looking for an experienced Paraplanner to support the advisers who will be in and out of the office. Being able to work efficiently and being productive will be key.

We are now looking for a career paraplanner with experience who can hit the ground running and get into the role in an efficient manner.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

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 a cheque for £200 if we assist them in securing a new career.

Synonyms Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, Senior Paraplanner, Client Facing, Portfolio Manager

Required skills

  • Finance Team
  • Financial Services
  • Paraplanning
  • Suitability
  • Paraplanner

Reference: 36646624

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