Paraplanner

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Want a bit more freedom to work from home?

Looking for a route to becoming a Financial Planner?

Looking for some more interesting work to do other than the same bog standard reports every day?

My client deals with high net worth clients (to give you an idea £35m of the funds is with roughly 25 clients).

This means that you’ll be dealing with cases that are outside of the norm.

The MD is getting to the stage where he will be starting to wind down in the next few years, so the opportunity presents itself for you to become a Financial Planner and take over clients in the future

But if this isn’t for you that is absolutely fine, they would be equally as comfortable with someone wanting to be a career paraplanner.

Somebody working from home the vast majority works for them. As long as you’re in the office once a week they don’t mind where you work.

You will also benefit from working a ten-minute walk from the coast in a picturesque setting, you’ll be able to go down to the pier and grab your lunch and take in that fresh sea air.

If you have a CV, Great! Upload it, otherwise look up The IFA Recruiters and call me Jamie Bradbury to find out more.

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Application questions

Have you taken at least one exam on the way to becoming Diploma qualified?
Have you had at least 6 months experience Paraplanning?

Reference: 52469758

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