Parttime Paraplanner

Posted 15 November by Heat Recruitment
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The client is a Chartered firm who give independent financial advice across the whole of the market. The advisers are highly experienced and qualified who provide unbiased and unrestricted advice on retail investment products and services.

The Opportunity

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm on a part time basis. Our client is looking for a Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where you will be supported in your career.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Financial qualifications are not necessary however advantageous
  • 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 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Required skills

  • Finance Team
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Suitability

Reference: 36628212

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