Paraplanner

Posted 29 May by Heat Recruitment Easy Apply Featured

Position: Paraplanner

Location: Harrow

Salary: £35,000

The client:

The opportunity for an experienced Paraplanner to join an exceptional Wealth Management Practice. The firm prides itself on possessing an outstanding reputation within the local market, and provide exceptional training and study support to their employees.

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. Working alongside the investment advisers, you will be responsible for preparing client reports for the firms client base in relation to pensions, investments, mortgages, life insurance and other associated financial planning requirements.

The firm are proud believers in providing career progression to those that seek it, and can offer routes to develop into an Advising role for those that are looking to move into a more client facing position.

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?

  • This client is seeking an individual with previous Paraplanning experience within an IFA firm.
  • You will be Level 4 Diploma qualified or working towards
  • You will currently be working in an IFA and looking to move forward with your career, possibly looking to become an advisor within the next few years.

What next?

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.

Reference: 34645984

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