Posted 20 March by Heat Recruitment Easy Apply Featured

The Client

This is a firm of Chartered Financial Advisers that are highly recognised in the West, and through a personalised and comprehensive approach have acquired a substantial bank of clients that have been with the business for many years. This is a progressive and forward-thinking company that is ahead of the competition, and through year on year success is going through and exiting growth stage.

The Opportunity

This firm currently has multiple opportunities for Paraplanners to join a highly experienced and supportive team. This position will have you engaging with clients as well as supporting multiple Advisers. You will be given a platform to increase your technical knowledge along with full exam support, training and future progression opportunities.

What’s needed for me to be considered?

  • Previous experience within an IFA environment
  • Excellent communication, organisation and relationship building skills
  • Hold Diploma in Financial Planning or have progress towards this
  • Experience of client and adviser support
  • Diploma Qualified (Advantageous)

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:

Paraplanner, Report Writer, Adviser Support, Paraplanning, Para-Planner, Client Support

Required skills

  • Adviser
  • Chartered
  • Financial Planning
  • Paraplanning

Reference: 34183208

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