There is a fantastic opportunity here to for an experienced Paraplanner to join a well-established Financial Services Practice in the heart of Bedfordshire. Our Client are a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment management service with the Client at the heart of everything they do.
During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
- Level 4 Diploma qualified or the experience in a similar role to substitute for this
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
- Knowledge of Paraplanner Online would be a distinct advantage
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.
Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
- Fact Finding
- Financial Planning
- Suitability Report Writing