Paraplanner

Posted 10 October by Heat Recruitment
Easy Apply Featured

Our client is an award winning financial planning firm with a great reputation in the industry. They focus on providing a high quality bespoke financial planning and investment management service to their clients which include business owners, professionals and retirees. They are directly authorised and offer whole of market advise.

The Opportunity

Our client is looking for a Paraplanner to join their technical team. You will be tasked with providing a first-class support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity to develop your knowledge and grow within the firm. This opportunity would also suit a trainee looking to step up

What’s Required

  • 2+ years industry experience within a Paraplanning based role
  • Broad knowledge of Financial Service
  • Level 4 Diploma qualified or working towards
  • Attention to detail with excellent organisational & planning skills
  • Flexible approach to work & good team player

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 if we assist them in securing a new career.

Required skills

  • Financial Services
  • Paraplanning
  • Technical Support
  • Independent Financial Advice

Reference: 39110663

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