Posted 12 April by Heat Recruitment Featured

Job Title: Paraplanner

Salary: £25,000 to £32,000 + Bonus + Benefits

Location: Chesterfield

The Client

A highly regarded Financial Planning brand is looking to bring a new member in to their team in Chesterfield. The aim is to deliver sophisticated financial planning to individuals and companies in a transparent and value driven manner through partnerships with advisory firms, with an over- arching aim of providing Service Excellence.

In this role you will be working amongst the Paraplanning team as help ensure a high standard of work across the team is maintained. You will be preparing files, preparing recommendations, case file reviews and writing the reports.

If you are a driven hard working individual who is keen to progress in the world of Wealth and Financial Planning, then please apply below…

The Opportunity

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 mold the perfect opportunity around each person’s specific skill set, 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 working towards this is desirable/ or relevant Industry experience
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills
  • Good Pensions & Invetsments product knowledge

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.


Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Reference: 33537481

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