Paraplanner

Posted 11 April by Heat Recruitment Easy Apply Featured

The Client:

The opportunity for a Financial Planning Paraplanner to join a National Financial Services Practice who provide a personal and bespoke wealth management service to high net worth clients.

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 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 for me to be considered?

  • 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 £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

Required skills

  • Analytical
  • Financial Planning
  • Financial Services
  • Planner
  • Wealth Management

Reference: 34484444

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