Our Client is a bespoke Financial Planning practice based in Sale. They specialise in pension, financial and estate planning, as well as asset management for high-net worth individuals and corporate clients across the UK. They pride themselves on their client focus and tailored advice.
Due to expansion within the business due to recent investment, the company are looking for a Paraplanner to come in and work alongside the experienced IFA’s and other Paraplanners within the business. This is an opportunity for someone who is looking to share ideas with experienced professional and feel valued within a tight knit team.
What’s needed for me to be considered?
- R01 and studying towards Level 4 Diploma
- Proven experience within a Paraplanning position
- Ideally you will have experience within an IFA
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
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