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Trainee Paraplanner

Posted 4 January by Heat Recruitment Featured Ended

The Client

This is a small but highly successful insurance firm that specialises in providing Life Insurance, Serious Illness and Income Protection to support private clients and their financial planning goals.

The Opportunity

Due to business growth this firm would like to welcome a trainee paraplanner to the team to support several highly successful advisers as well as existing and new clients.

You will benefit from working with a highly experienced team as well as receiving continuous internal training and development alongside future progression opportunities.

What’s needed for me to be considered?

  • Previous experience within an IFA/regulated financial services environment
  • Knowledge of Mortgages and Insurance related products and services
  • Previous Paraplanning experience (Advantageous)
  • Hold industry qualifications (Advantageous)


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.

Job Synonyms

Junior Paraplanner, Trainee Paraplanner, Technical Support, Financial Planning Technician, IFA Administrator, Sales Support, Adviser Support

Reference: 34140576

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