Paraplanner

Posted 6 April by Heat Recruitment Easy Apply Featured

The Client

This is a highly successful Financial Planning practice with offices across the UK. They provide advice to Private, Corporate and Trustee clientele and cover Investments, Pensions, Savings, Mortgages and General Insurance alongside a number of specialisms. This practices personal approach and diverse range of advice has help them to establish themselves as a market leader in the industry.

The Opportunity

This practice has recently welcomed two Chartered Advisers to the firm and is now looking to welcome an experienced Paraplanner to the team to support them and their HNW clientele. You will be involved with full sales support with a focus on Pensions. You will benefit from a support work environment, a highly experienced team and exam support towards chartered status. Long term you will have future progression opportunities within the business.

What’s needed for me to be considered?

  • Hold level 4 Diploma in Financial Planning
  • Recent experience of working in an IFA environment within a Paraplanner position
  • Knowledge of Private and Corporate financial planning process
  • Considerable experience working with Pension advice
  • Hold AF3/G60 qualifications (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, Senior Paraplanner, Financial Planner, Technical Planner, Report Writer, Adviser Support, Para-planner, Chartered Planner, Planner,

Required skills

  • Chartered
  • Financial Planning
  • Investments
  • Pensions
  • Planner

Reference: 34844359

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