Posted 2 January by Heat Recruitment
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The Client:

An exceptional opportunity for an experienced Paraplanner to join a Chartered Wealth Management firm who focus on providing a high quality financial planning and investment management service.

The Opportunity:

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the opportunity to prepare suitability letters, reports and recommendations, as well as provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm with Chartered status.

What’s needed to be considered?

  • In order to be considered for this unique opportunity, candidates need to have
  • Level 4 diploma qualified is essential
  • Level 6 diploma qualified is desirable
  • 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.

Synonyms: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner

Required skills

  • Financial Planning
  • Technical Support
  • IFA
  • Paraplanner

Reference: 36675090

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