My client is a well respected, medium-sized IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.
They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.
They provide tailored financial planning advice and really go the extra mile to provide a personalised service.
This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part in the firms ongoing successes.
You will part of a technical team and be actively involved in the back-office process as a key member, the ideal candidate will want to have autonomy within the role and work closely with a team of experienced financial advisors.
What’s needed for me to be considered?
- Qualified or working towards level 4 diploma is an advantage
- Previous experience within the IFA practices and Paraplanning is essential
- FCA understanding of regulations and products, and their practical application
- Experience of using Intelligent Office, Nucleus, Transact or Old Mutual would be advantageous
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.
Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner
- Financial Planning
- Technical Support
- Technical Team
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