Paraplanner

Posted 1 November by Heat Recruitment
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The Client

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.

They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.

The Opportunity

On joining they will create a pre-defined career path for you depending on how you wish to develop. This could be progression into a more senior position in the team, or long term progression into compliance or advice as the company grows.

The role is open to candidates with previous paraplanning / report writing experience but IFA Administrators with excellent technical knowledge and good pedigree will be considered for a trainee role.

You will also receive study support towards exams and an excellent salary and package.

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Ideally qualified or close to Level 4 Diploma level
  • Previous experience dealing with High Net Worth Clients desirable
  • A strong understanding of Pensions and Investment products 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 a cheque for £200 if we assist them in securing a new career.

Job Synonyms:

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner, Paraplanner, Sales Support, IFA Administrator, Para Planner, Junior Paraplanner, Report Writer

Required skills

  • Financial Planning
  • Paraplanning
  • Wealth Management

Reference: 36159838

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