Heat Recruitment
5d ago

The opportunity for an experienced Paraplanner to join a growing team positioned at the forefront of the financial planning industry.

This well-structured firm offer holistic advice on a range of areas to their bespoke client-base and pride themselves on the level of service they are able to provide.

This ethos also reflects on those within the business and will be a fantastic opportunity for any financial planning professional that is looking to build themselves within the industry.

The Opportunity

During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business.

You will have the opportunity to write client-friendly suitability reports and conduct research on a range of pension & investment products, giving you exposure to a full mix of business.

This a modern firm where enjoyment within the workplace is fully valued, this includes; the opportunity for some home-based work for those looking to optimise their work-life balance, a picturesque office location, regular team social events, the opportunity to progress and expand your role, full exam support to optimise your potential and a generous benefits package in addition to all this.

What’s needed to be considered?

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

  • Level 4 Diploma qualified or working towards this
  • 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

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