Posted 3 days ago by Heat Recruitment
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The Client:

A well-established Wealth Management practice in Leicestershire are looking to expand their technical team with a paraplanning professional who is dedicated to enhancing their knowledge, experience and skills in this area of financial services.

They provide advice for both private and corporate clients and pride themselves on their up to date industry and market knowledge to provide bespoke solutions.

The Opportunity

This is a chance for a motivated financial services professional to provide support on a broad variety of cases for both private and corporate clients.

Working within the paraplanning team and closely with the firms Financial Planners, you would be expected to handle complex cases and help to maintain long-term relationships with clients of the firm.

They also offer Exam/study support and encourage progression.

What’s needed for me to be considered?

  • Previous experience working within a similar role within an IFA Practice
  • Level 4 Diploma qualified or a desire to work towards
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels

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:

Financial Planner, Technical Sales Support, Technical Planner, Para Planner, paraplanner, financial planning, technician, IFA administrator

Required skills

  • Communication Skills
  • Financial Services
  • Paraplanning
  • Wealth Management

Reference: 35813307

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